Our Team

GoalVest Advisory is comprised of a tight-knit and enthusiastic team of industry professionals. With decades of collective experience in the financial planning and investment management sectors, our team members bring a wealth of expertise to the table. Our team is driven by a shared commitment to helping you achieve your financial goals in a controlled and strategic manner.

Custom & personal advice from industry professionals.

 
 
 
 
 
 
 

David Abella, CFA

Director of Investments

 
 
 
 

Katharine Pritsos

COO and CCO

 
 
 
 

Ashwini Patil

Head of Trading

 
 
 
 

Blair Cohen

Head of Private Investments

 
 
 
 

Harry Martin

Senior Investment Consultant

 
 
 
 

Chen Li, CFA

Investment Research Associate

 
 
 
 

Braden DeForge, CFP®

Wealth Management Associate