Our Team

Managing Partner / Wealth Advisor
Director of Finance & Investments

Partner / Wealth Advisor
Director of Data Integrity & Compliance

Partner / Wealth Advisor, Director of Business Development & Marketing

Partner
Director of Strategic Planning

Senior Wealth Advisor

Wealth Advisor

Wealth Advisor

Associate Wealth Advisor

Wealth Advisor / Portfolio Manager

Senior Client Service &
Operations Specialist

Human Resources & IT Project Manager

Client Experience Specialist

Senior Client Service Associate

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