Margaret Ellison
Founding Partner · CFP®Founded Aldercrest in 1998; leads comprehensive planning for families and executives.
Our Team
The people behind your plan.
A team of advisors and specialists, each an expert in their field — united by a shared commitment to independent, client-first advice.
Partners
James Okoro
Partner · CFA®Chairs the investment committee and leads portfolio strategy across the firm.
Priya Raman
Partner · CFP®, CPALeads tax-integrated planning and advises business owners on succession.
Advisors & Specialists
Daniel Brooks
Retirement Specialist
Sofia Marino
Senior Advisor · CFP®
Aaron Feld
Investment Analyst · CFA®
Lena Petrova
Financial Planner · CFP®
Marcus Bell
Estate Strategist · JD
Grace Whitman
Client Relationship Lead
Omar Haddad
Associate Advisor
Hannah Cole
Planning Associate
Who We Serve
Advice designed around real lives.
Individuals
Building toward goals with clarity.
Families
Balancing today with tomorrow.
Professionals
Managing income and equity comp.
Entrepreneurs
Coordinating personal & business.
Business Owners
Planning succession and exit.
Pre-Retirees
Preparing for the transition.
Retirees
Making savings last.
High-Net-Worth
Coordinated wealth & legacy.
