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The proudest moment of Dave Clayman's life was when he became an Eagle Scout at the age of sixteen, so it should come as no surprise that he...

Dave Clayman

CMT®, AIF® Co-Founder and Principal

Francesca has built her career around helping others, having learned the value of family and hard work at a young age. Growing up she spent...

Francesca Federico

AIF®, CDFA™ Co-Founder and Principal

Manny comes from a long line of entrepreneurs and is still very much involved in the operations of Costas Provisions, his family’s business...

Manny Frangiadakis

AIF® Co-Founder and Principal

For over 17 years, Kimberly has worked in the financial services industry, first at Paine Webber and UBS Financial Services, then at Morgan Stanley....

Kimberly Van Winkle

Director, Compliance Services

After an accounting teacher showed his class the power of compounding, Igor’s passion for finance was solidified. His strong math background...

Igor Tiguy

CFP®, AIF®, MSPFP Director, Planning Services

Terri has worked in finance for the hospitality industry since graduating with a B.S. in Hospitality Management from the University of...

Terri Defina

Director, Client Experience

Like the three co-founders of Twelve Points, Jared became interested in finance at an early age. After representatives from a local bank came to...

Jared Bilodeau

MSFP Associate Wealth Advisor

Over the years, I have come to realize that wealth has a way of complicating things for many individuals and families. I am...

Chris Cahill

J.D., CFP®

Our Designations

aif
cmt
cfp
idfa
ckp

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