Our multigenerational team has protected and advanced clients’ wealth through many different market cycles and political climates. We take pride in developing long-term client relationships and are focused on continuous improvement. Leading our firm’s practice are seasoned CERTIFIED FINANCIAL PLANNER^™ professionals (CFP^®s) who are supported by a full team that is strategically aligned to deliver exceptional service.

Dan, a co-founding partner at Revolve, has helped foster the firm’s remarkable growth. He oversees our advisors and investment team and facilitates a cohesive and high-performing environment at Revolve. As a committed leader, he prioritizes integrating technology that enhances our client experience. His strategic vision aligns with Revolve’s core values and ensures our firm remains at the forefront of industry advancements. Dan is a proud graduate of the University of Maryland and played an integral role in establishing the Terrapin Professional Network.

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Michael, a co-founding partner of Revolve, has nearly three decades of experience in the financial services industry. He spearheads the financial planning, insurance, business and non-profit services at Revolve. Leveraging his extensive expertise, Michael actively trains and coaches the growing team of professionals at the firm. Under his leadership, Revolve has successfully expanded its offerings and service model, elevating the overall client experience and advice provided. Michael is committed to enhancing the intellectual capital of Revolve and integrating cutting-edge technology into the organization.

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Logan is responsible for integrating emerging technology platforms with daily operations to ensure that all clients’ assets are fully protected. Logan has extensive experience in wealth management, creating investment programs and retirement plans. Logan develops successful client relationships by providing personalized service for the best possible experience. He drives and implements initiatives for Revolve to deliver wealth plans to clients that are consistent with their goals and objectives while also being compliant with the latest industry standards and regulations.  Logan also oversees our internal operations to make sure the team is working effectively and efficiently for our clients. He graduated from the University of Delaware, College of Business & Economics, with a degree in International Business and Marketing.

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Josh is responsible for the development, maintenance, and oversight of the firm’s strategic investment program. He leads our investment committee and oversees the construction and ongoing management of client portfolios. Josh has nearly twenty years of industry experience, including roles within portfolio management, trading, and research. He is committed to helping our clients develop and maintain investment plans that are aligned with their unique goals and needs. Josh received his MBA from the Stern School of Business at New York University, with concentrations in Finance, Economics, and Financial Instruments & Markets, and his BA in English & American Literature from Brandeis University. He is also a CFP® practitioner.

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Amy works with individuals, families, and non-profits to help build a path towards their financial goals. She has a deep-rooted commitment to helping educate and guide clients in all areas of wealth planning including investment management, insurance, employee benefits, financial planning, and estate and tax planning. Amy has worked in the financial industry for over twenty years and is a graduate of Washington University in St. Louis. Amy holds the CFA® and CFP® designations as well as the Certified Divorce Financial Analyst (CDFA) certification.

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As a Senior Wealth Advisor, Daniel follows his passion of working closely with individuals and families and endeavoring to help Revolve clients become the best financial versions of themselves. Having attained his CFA® and CFP® certifications, he developed a depth of knowledge and a deep-rooted commitment to bring clients the resources they need today to plan for their goals of tomorrow. Daniel has worked in the industry for over a decade and before that, he received a BA in Economics with honors from the University of Chicago.

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Jake has an extensive background working alongside individuals and families of all sizes to streamline their financial lives. He collaborates with clients to develop strategies and implement customized wealth management solutions, both within Revolve and through tax and estate professionals. Jake is also responsible for overseeing Revolve’s business development and intelligence, as well as playing a key role in managing all of the firm’s technology. He is a graduate of Maryland with a degree in Finance and Real Estate Development.

Ken, the most senior member of our team, has been a Financial Advisor since 1977. He focuses on building income-producing bond portfolios that consist of taxable and tax­-exempt debt instruments. His knowledge and past experience in money management and risk aversion help us cater to our high net worth clients. Well-versed in estate planning strategies, Ken often works with client’s trusts and foundations to help address their financial needs. He began his career at Halpert, Oberst & Co. in Millburn, NJ as a municipal bond specialist.

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Gabrielle has over three decades of experience within operations, client service and quality assurance.  Her extensive operations and administrative experience, coupled with her commitment to client satisfaction, creates a positive and productive client experience for all of our clients. Gabrielle supports the overall operational functions of the business, with a focus on client onboarding and account maintenance.

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Tovi has over a decade in client services where she has honed her ability to cultivate relationships, increase productivity, and drive strategic initiatives across several different industries. As the Senior Director, Administration & Professional Development, Tovi facilitates the development and implementation of organized strategies, policies, and practices to enhance the teams intellectual capital, processes, and knowledge. She supports the team through training and education initiatives. This core function enables the firm to continuously learn and grow professionally, allowing for comprehensive advice, thought leadership and elevated client experience.

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As Business Solutions Manager for Revolve Wealth Partners, John oversees and develops key business relationships and helps local businesses and business owners identify opportunities for growth and identify potential for tax savings. John also looks at ways to retain and recruit top talent for businesses, as well as helps owners maximize their savings. John received his bachelor’s degree in Finance from Bryant University and has been in the retirement industry for nearly a decade.

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As the Financial Planning Specialist at Revolve, Megan is responsible for financial plan development, helping clients understand their cash flows, and bringing clients financial worlds together through Revolve’s technology platforms. Megan works closely with clients and advisors throughout the planning process to provide highly customized plans that are tailored to focus on each client’s individual needs.

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Jennifer has extensive financial industry experience, having worked in both the client services and compliance departments of several different firms. She assists with the implementation and testing of internal policies and procedures to help ensure the firm is operating in accordance with current industry regulations. Jennifer also facilitates HR functions such as employee relations, payroll and benefits.

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Robert comes to Revolve with over a decade of experience in business management and operations. As a financial planning specialist, Robert collects, monitors, and analyzes data to recommend the most efficient and valuable action plan for Revolve and our clients. Furthermore, he works to enhance our client experience by providing comprehensive advice on open enrollment and employee benefits including equity awards. Robert holds his CFP® certification, and helps coordinate Revolves technology platforms as well.

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Jack graduated from the University of Wisconsin-Madison with a degree in Mathematical Economics. Jack joined the Investment team at the end of July 2022, where he helps improve investment processes alongside our Managing Director, Head of Investments. He facilitates day-to-day trading for incoming cash, client cash needs and rebalancing and helps ensure allocations are in line with client’s goals and risk tolerance. Jack conducts research to help inform our team and our clients about the current market environment.

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Steve joins Revolve with over 30 years of experience in the insurance and risk management industry.  Having worked for an insurance company, large insurance brokerages, and as corporate risk manager, Steve has unique perspective and insight when it comes to helping individuals and businesses make informed decisions about insurance and risk management.   While working closely with the financial planning team, Steve helps Revolve clients make informed and comprehensive decisions by integrating insurance in a clients much larger financial picture.  Steve received a BS from the University of Maryland and holds the Charted Property & Casualty Underwriter (CPCU) and Associates Risk Management (ARM) designations.

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Jennifer has worked in operations throughout the financial services industry for almost 25 years. Jennifer’s role involves client onboarding, as well as supporting the overall operational functions of the business. Her background in financial services, communication and collaborative abilities, and general leadership and management skills have made her an asset to achieving our client experience.

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Isaac is a Relationship Coordinator supporting the financial advisor team with the day-to-day objective of creating a white glove client experience. Isaac primarily focuses on interactions and communication with clients and the internal team, new client onboarding all the while contributing to a positive and productive culture. Isaac graduated from the University of Wisconsin-Madison in May of 2023, earning his B.S. in Financial Planning.

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Margaret is a Relationship Coordinator supporting our financial advisors and our Business Services team. Margaret’s primary responsibility is to provide exceptional service to our client’s day-to-day needs as well as our internal teams so they can best support our client’s needs. In addition, Margaret earned her degree in journalism and marketing which she uses to help support the company’s communication efforts of developing and improving our content creation.  Margaret graduated from the University of Wisconsin-Madison in May of 2023, earning her B.A. in Journalism.

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