The Twelve Points Team

AIF®, CPFA®, CMT®, C(k)P®, CPWA®

Co-Founder and CEO

AIF®, CPFA®, CDFA®

Co-Founder and President

AIF®, CPFA®

Co-Founder and Principal

J.D., CFP®, CAP®

Principal, Family Office Services

Wealth Advisor and Chief Operating Officer

Director, Client Experience

CFP®

Associate Financial Planner

Relationship Manager, Family Office Services

CFP®, Senior Relationship Manager

CFP®, AIF®

Director, Planning Services

Chief Compliance Officer