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Meet our Team

Wealth management involves more than investment expertise alone— it requires critical thinking and the ability to ask questions whose answers lead to the results that fulfill your specific goals. That’s why every member of our team is poised to handle a variety of complex wealth management issues.

Robert Len CPA Thumbnail

Robert Len CPA

Bob is dedicated to helping clients clarify what is important to them, designing a path to realize their goals, and executing a plan for achieving financial freedom and leading a fulfilling life...

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Catherine Lee Thumbnail

Catherine Lee

Catherine Lee has spent her career developing and executing strategies for companies and organizations focused on...

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Charles Verruggio  Thumbnail

Charles Verruggio

With more than 15 years of experience in the financial services industry, Charles Verruggio works with high-net-worth clients regarding investment and financial planning matters, bringing a robust blend of...

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Kevin Ostergaard, CFP® CIMA® Thumbnail

Kevin Ostergaard, CFP® CIMA®

Kevin is committed to helping families and individuals navigate the complexities of financial and life planning to achieve fulfillment. For nearly a decade...

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Dylan Farnella Thumbnail

Dylan Farnella

Dylan Farnella is an Associate Financial Advisor at Wolf Group Capital Advisors. In his role, Dylan works closely with the financial planning team to provide solutions for existing and potential clients...

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Diane Cammas Thumbnail

Diane Cammas

Diane has spent her career dedicated to organizational development, including business strategy and management, workforce planning, recruiting, talent development, and risk management...

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