Our Team
Confido
Confido [konˈfi.do] verb: From the Latin con- (“with, together”) + fīdō (“trust; rely upon”).
1. to be confident or assured of; 2. confide in; 3. believe; 4. trust; 5. place or put confidence in; 6. rely upon
Sam Boyd, CFP®
Founder and President
Vivienne Staple-Sinclair
Executive Assistant
Jennifer Cook
Client Service Associate
Additional Support
Confido Advice & Investments partners with Mariner, which gives our team access to experienced tax, trust, estate planning, investments, retirement planning, and insurance professionals. We’ll bring these teams in when needed to offer you a comprehensive wealth plan. Mariner also provides us with IT, compliance, and operational support, which frees us up to spend less time on day-to-day operations and more time working with valued clients like you to help you reach your goals and aspirations.
Wealth Planning & Strategy
Mark Harris, CFP®
Wealth Advisor & Vice President of Strategy, Wealth Advisor, Mariner
Rachel Vega, CFP®
Senior Wealth Strategist, Mariner
Alfred Cantilina, CFP®
Wealth Strategist, Mariner
Ryan Drake, CPA®
Director, Tax Planning & Preparation, Mariner
Portfolio Management & Consulting
Tim Baumert
Managing Consultant, Independent Portfolio Management and Consulting, Mariner
Chris McLeod, AIF®
Senior Consultant, Independent Portfolio Management and Consulting, Mariner
John Lischer, CAIA, CIMA®
Senior Consultant, Independent Portfolio Management and Consulting, Mariner
Aderemi Adeyemo
Consultant, Independent Portfolio Management and Consulting, Mariner
The Mariner associates listed are not employees of Confido Advice & Investments. They are employees of Mariner and Mariner is the marketing name for the financial services businesses of Mariner Wealth Advisors, LLC and its subsidiaries. For additional information refer to https://www.marinerwealthadvisors.com/legal/.