Meet the Business Transitions Planning Team
Select a team member to learn more about them.
RAY V. PADRÓN, CPA, CFP®, CIMA®
Chief Executive Officer | Wealth Advisor
Ray has over 25 years of experience working through the complex wealth planning issues business owners, executives, and retirees face. His expertise and experience bring a unique perspective regarding how his clients' wealth is built, preserved and deployed for greatest impact.
MIKE QUINLAN
Director in Charge,
Business Exit and Transition Services
With over 33 years of military aviation and business experience, Mike helps business owners NAVIGATE their options and opportunities to exit their business, maximize transaction value, and maximize the probability of a successful transaction.
ANNIKA CUSHNIE, CFP®, CIMA®, CEXP™
Partner | Wealth Advisor
Annika's experience and passion for working with attorneys and business owners make her uniquely positioned to help her clients reach their financial and lifetime goals. As a Certified Exit Planner, she helps business owners think strategically about their business and personal wealth planning.
MIKE DEWITT, CFA
Partner | Wealth Advisor
Mike has dedicated his career to serving high net worth families and nonprofit organizations. His personal approach and desire to help individuals reach and enjoy their retirement goals enable him to provide clients with the highest level of service.
NATHAN CORBITT, CPA, CFA, CFP®, CEXP™
Partner | Wealth Advisor
Nathan’s experience as a tax advisor combined with a keen understanding of investment strategy and economics, allows him to provide individuals with a basic understanding of the most complex aspects of their financial lives.
Follow the link to schedule a 30-minute, no-obligation consultation with an advisor.
Read this entry from our business owner series, Are you asking the right questions?
