Dublin Team
David Slates CIMA®
Managing Partner & PIM Portfolio Manager
Timothy Roberts CFP®
Managing Partner & PIM Portfolio Manager
Timothy Mardas
Managing Partner
Allen Crock
Partner
Jacob Miller CFA®
Partner & Fundamental Choice Portfolio Manager
Madeline Mardas
Client Associate
Jacob D. Drees
Financial Advisor
Amanda Convery
Director of Operations
Will Butler
Administrative Manager
Sara Stephan
Senior Registered Client Associate
Brenda Cowan
Senior Registered Client Associate
Alison Ricca
Client Associate