The Twelve Points Team
Dave Clayman
AIF®, CPFA®, CMT®, C(k)P®, CPWA®
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Co-Founder and CEO
Francesca Federico
C(k)P® AIF®, CPFA®, CDFA®
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Co-Founder And President
Chris Cahill
J.D., CFP®, CAP®
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Principal, Family Office Services
Greg Phillips
AIF®, CPFA®
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Corporate Retirement Plan Specialist & Associate Wealth Advisor
*Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Twelve Points Wealth Management is engaged, or continues to be engaged, to provide investment advisory services.