Steven Bokoff is a CFP® professional with 25 years of industry experience, currently serving as a partner at Goldblatt Bokoff LLC, a certified public accounting firm. He has been involved with CDM Financial Counseling Services, doing business as Thames Financial Management, since 1996. Thames Financial Management provides portfolio management and investment advisory services to individuals, trusts, estates, pension and profit-sharing plans, and business entities, serving both high-net-worth and non-HNW clients. The firm manages approximately $315 million in assets and employs a long-term, fundamental analysis-based investment approach that includes option strategies and regular portfolio reviews.

Andrew Sawyer is a CFA® charterholder with 25 years of industry experience. He has worked at Thames Financial Management since 2018 and previously spent seven years at First Manhattan Co. Outside of his advisory role, he is the owner and operator of Preston Ridge Vineyard, a farm winery. Thames Financial Management provides portfolio management and investment advisory services to individuals, trusts, estates, pension and profit-sharing plans, and business entities. The firm serves both high-net-worth and non-HNW clients, managing approximately $315 million in assets with an investment approach that emphasizes fundamental analysis, long-term buy-and-hold strategies, diversification, and option strategies to enhance returns or adjust equity exposure.