The Twelve Points Team

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CMT®, AIF®, CPWA®
Co-Founder and CEO

francesca

AIF®, CDFA™
Co-Founder and Principal

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AIF®, CPFA®
Co-Founder and Principal

Kim_1_web (1)

Chief Compliance Officer
and Director of Operations

Igor_Tiguy (1)

CFP®, AIF®, MSPFP
Director, Planning Services

Terri_2_web (1)

Director
Client Experience

jb1

MSFP
Associate Wealth Advisor

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J.D., CFP®, CAP®, Principal,
Family Office Services

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401(k) Operations Assistant

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Certified Financial Planner®, MSFP

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Relationship Manager, Family Office Services

OUR DESIGNATIONS

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