The Twelve Points Team

dc

CMT®, C(K)P®, AIF®, CPWA®
Co-Founder and CEO

francesca

AIF®, CPFA®, CDFA™
Co-Founder and Principal

mf

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

Chris - Lighter Contrast

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

gp2

401(k) Operations Assistant

copy-of-dsc00095

MSFP, Associate Financial Planner

head-shot-renee

Relationship Manager, Family Office Services

OUR DESIGNATIONS

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