The people who sit with you.
A true virtual multi-family office: a coordinated bench of specialists — financial, legal, and holistic — caring for every aspect of a life well-lived.
Tim “Jai” Baker, CIMA®, CPWA®, GFS®
With a blessed, four-decade career, Tim has expertly overseen the financial affairs of esteemed individuals, from presidents to top executives in various fields. His pioneering philosophy merges wealth management with personal well-being, fostering lifelong relationships. Tim’s holistic approach involves a centralized team of multi-disciplinary advisors dedicated to realizing the mission statement of the families they serve. Envisioning a transformative company, Tim seeks to guide consumers toward embracing their higher selves through conscious choices, illuminating a path to a radiant life.
Jeff Garinger
Jeff Garinger is a seasoned wealth curator renowned for his thoughtful, client-centered approach to financial planning and investment strategy. A graduate of the University of Vermont and a former member of the men’s lacrosse team, Jeff’s background as a collegiate athlete instilled the discipline, resilience, and team-oriented mindset that continue to inform his professional philosophy today. Jeff is deeply passionate about the integration of human consciousness and sound financial decision-making, recognizing that money decisions are rarely purely analytical. He works closely with clients to explore the beliefs, habits, and motivations that shape their financial lives — crafting strategies that are both practical and personally meaningful, and aligned with each client’s values and life purpose.
Billy Robinson, J.D., CPA
Billy Robinson is a highly experienced tax professional with dual credentials as an attorney and Certified Public Accountant. He graduated cum laude from Pepperdine University School of Law with a concentration in taxation, following a bachelor’s degree in Accounting and Business Management from UC Santa Barbara, also cum laude. Licensed as a CPA and admitted to the Indiana Bar, Billy combines legal and accounting expertise to deliver integrated, sophisticated tax strategies. Having served high-net-worth individuals, family offices, and multigenerational businesses at Deloitte and Katz, Sapper & Miller, he provides client-focused, long-term strategies that optimize financial outcomes with clarity, precision, and trust.
Angel Latterell, J.D.
Angel Latterell is a trusted advisor who takes a holistic, humanistic approach to estate planning that not only ensures your loved ones receive the security they need when you are no longer here, but also serves your life’s purpose and legacy. The mission of her law practice is to empower clients to live an abundant life and leave a joyful family legacy.
Suzanne Qualia
Suzanne serves as the liaison between your traditional wealth management journey with Jai and the financial planning team, guiding you seamlessly into the Holistic Wealth generation experience. This unique process integrates financial planning with the Blue Zone model — fostering balance across the eight essential aspects of holistic wealth. Using a coach approach centered on active listening, deep reflection, and meaningful engagement, Suzanne helps clients expand their self-knowledge, identify what brings them true joy, and create actionable plans to align their wealth with their well-being. With over 20 years of leadership experience in global corporate teams, her coaching is grounded in neuroscience and Positive Intelligence™.
Laura Reese
Laura is a dedicated metaphysics specialist and transformational guide, with over a decade of intensive study and training through the Modern Mystery School International. As a certified Guide, Teacher, Healer, Kabbalist, and Senior Initiate, she is committed to sharing profound teachings and healing modalities with individuals seeking personal growth and alignment with their higher purpose. As a Lifestyle Advisor, Laura blends spiritual practice with practical application of Hermetic philosophy, empowering clients to break free from limiting patterns and create lasting transformation across all areas of life — offering compassionate accountability, incisive guidance, and practical tools to realize their highest potential.
Jen Nolan, BS, MS, ONC, TAP
Jen Nolan is a holistic nutrition consultant who takes a terrain-based, metabolic approach to helping individuals elevate their health, restore balance, and build lasting vitality. With over two decades of experience in both clinical and integrative nutrition, Jen supports clients in identifying the root causes of imbalance while creating personalized strategies for nourishment and healing. The mission of her practice, Remission Nutrition, is to empower individuals to take an active role in their wellness journey — supporting the body’s innate intelligence through nutrition, lifestyle medicine, and emotional alignment.
Terry Umarally
With 25 years of experience in health and fitness, Terry Umarally is a movement specialist dedicated to helping individuals move better, feel stronger, and live with greater vitality. He holds a degree in Exercise Science and Sports Medicine and is a Certified Fitness Coach, Licensed Massage Therapist, and Traditional Yoga Teacher. Terry is the founder of Uma Movement, a holistic approach rooted in fascia mobility, core alignment, and natural human movement — blending functional strength, posture awareness, breathwork, and mobility training to help individuals prevent pain, move with ease, and sustain an active, resilient body for life.
Danielle Francine
Danielle is a Body Transformation Expert with over 17 years of experience in the health, fitness, and nutrition industry. Her journey began in fitness, where she earned 12 specialty certifications and owned a CrossFit gym, instilling the importance of functional movement for improving overall health and quality of life. Danielle expanded into functional nutrition, recognizing that true transformation requires a holistic approach. She emphasizes the crucial role of lifestyle factors — stress management, quality sleep, proper hydration, and consistent movement — guiding clients toward sustainable changes that promote lasting health and vitality.
Edith Vincent
Edith Vincent is a certified Hypnotherapist with 1,250 hours of rigorous training in therapeutic and medical hypnosis, guiding clients on their journeys of self-discovery and healing. Drawing on her five years of experience in law enforcement, Edith approaches her work with empathy and dedication to service. As a certified yoga teacher and Reiki Level 2 practitioner, she applies mindfulness, breathwork, and energy healing to help people cultivate inner peace and balance. Edith emphasizes that hypnotherapy is a powerful tool for integrating insights from other services — imprinting positive change deep within the unconscious mind for sustainable well-being and personal growth.
Janet Edwards
As a seasoned Realtor with Sotheby’s International Realty, Janet offers expert guidance in the luxury real estate market. With a client-centric approach, she is dedicated to understanding and fulfilling the unique needs of each individual. Janet’s passion for building lasting relationships ensures that clients feel supported and informed throughout the entire buying or selling process. Known for her health-conscious lifestyle and disciplined work ethic, she brings keen attention to detail and strong communication to every transaction — guiding clients from start to finish with integrity and professionalism.
Troy Maleyko
Troy Maleyko is a Commercial Real Estate Advisor who approaches real estate as a relationship-driven, long-term partnership rather than a one-time transaction. Based in Jupiter, Florida, Troy works closely with investors, business owners, and families to align real estate decisions with financial strategy, tax planning, and lifestyle goals. A former Division I hockey player, Ironman finisher, and Boston Marathon participant, Troy brings discipline, consistency, and resilience to every client relationship. As Head of Growth for the BluEdge Group — operating within Illustrated Properties and affiliated with Forbes Global Properties — he leads a team of specialists offering clients both local market intelligence and trusted relationships across the U.S. and internationally.