Our expert team is dedicated to helping you grow and protect your wealth through disciplined, aligned investing and personalized guidance.
We tailor disciplined strategies to minimize risk, grow your savings, and help you build the legacy, financial security, and professional success you envision.
Our industry experts work together to research investments, manage wealth and maintain strong client relationships. Get to know our team of experienced Portfolio Managers, Financial Planners, Traders and Administrators.
CO-PRESIDENT & PORTFOLIO MANAGER
Chief Compliance Officer & Portfolio Manager
VICE PRESIDENT, ADMINISTRATION
Senior Vice President, Equities
VICE PRESIDENT & PORTFOLIO MANAGER
Portfolio Manager
Financial Planner & Portfolio Manager
Vice President, Fixed Income
ASSOCIATE PORTFOLIO MANAGER
ASSOCIATE
Business Development Associate
VICE PRESIDENT, TRADER
ADMINISTRATION
ADMINISTRATION
