Meet the team

Chief Financial Officer

Director of Investment Strategy

Director of Investment Operations

Director of Financial Planning, Wealth Manager

Director of Operations & Office Manager

Marketing Director

Senior Operations Associate

Human Resources Director

Wealth Manager

Wealth Advisor

Wealth Manager

Financial Planner

Wealth Manager

Wealth Manager Assistant

Wealth Manager

Wealth Manager

Wealth Manager Assistant

Wealth Manager

Client Relations Associate

Financial Planning Assistant

Client Associate

LPL Financial Registered Administrative Associate

Operations Manager

Wealth Manager Assistant

Director of Operations

Account Service Manager

Client Relations Associate