Jeremy manages the fixed income component of client portfolios with the precision of someone who spent years overseeing a $3.5 billion municipal investment pool. In retirement income planning, the bond side of a portfolio isn't just a ballast — it's the engine for near-term income certainty. That requires a specialist.

Brody leads the financial planning analysis behind every client engagement. With a background in both public accounting and outsourced financial planning, he brings the tax literacy and planning depth that makes withdrawal sequencing and Roth conversion strategy work in practice, not just in theory.

Emmett supports the planning process end to end — reviewing client data, preparing plan deliverables, and ensuring nothing falls through the cracks between analysis and implementation.

Ben serves as a client services and operations consultant for Queenvest LLC. With nearly a decade of experience in the financial services industry, Ben specializes in refining and streamlining the firm's annual operations calendar, provides support for business development projects, and oversees the servicing of client accounts. Benjamin is based out of Brooklyn, New York, and holds a Bachelor of Arts and Science in Finance from The Ohio State University Fisher College of Business.