The Twelve Points Team

AIF®, CPFA®, CMT®, C(k)P®, CPWA®

Co-Founder and CEO

C(k)P® AIF®, CPFA®, CDFA®
Co-Founder And President

AIF®, CPFA®

Co-Founder and Principal

J.D., CFP®, CAP®

Principal, Family Office Services

CFA® Charterholder

Chief Investment Officer

Wealth Advisor and Chief Operating Officer

Director, Client Experience

Relationship Manager, Family Office Services

Wealth Advisor, Financial Planner

Financial Planner

Wealth Advisor

Chief Compliance Officer