Arden Bouchard

× × Arden Bouchard Chief of Staff and Client Relationship Manager Arden is the Chief of Staff and Client Relationship Manager at Seven Mile Advisory. Previously, she was an Estate Planning Assistant at General Atlantic, a private equity company in Stamford, CT, where...

Lily Zhang

× × Lily Zhang Vice President and Client Advisor Lily is a Vice President and Client Advisor at Seven Mile Advisory. Previously, she served as a Senior Associate at Westmount Partners, a Registered Investment Advisor in Los Angeles, where she worked with...

Paul Dalton

× × Paul Dalton Chief Technology Officer Paul was previously Director of Technology for a multi-million dollar wealth management firm where he managed the information technology infrastructure and support for multiple offices across the United States. Prior to that,...

Jennifer Flickinger

× × Jennifer Flickinger Director, Private Wealth Jennifer has been in the wealth management industry for over 35 years, with a primary focus in managing financial services for high net worth individuals. Activities included extensive consultation and support to the...

Emily Herrup

× × Emily Herrup Vice President & Client Advisor Emily is a Vice President and Client Advisor with Seven Mile Advisory. Previously, she was a Senior Advisor Associate at Wealthspire Advisors in New York, assisting with the day-to-day management of client...