Bridgett is always searching for the best ice cream spots.
Client Service Manager
Jay is a CFP® and enthusiastic hiker.
Financial Advisor
In her spare time, Christine enjoys home decorating and interior design.
K is actively involved in Veteran services and is a proud Blue Star Mother.
Senior Client Service Manager
Joe is a CFA Charterholder and enjoys playing men’s league basketball.
Portfolio Manager
Adam is an avid sports fan and enjoys visiting local restaurants and wineries with his wife.
Adam is a Financial Advisor and family man.
Janelle is a CFP® and has a twin sister.
Outside of work he enjoys spending time attending his kids’ activities and sporting events.
Chief Compliance Officer, Controller
Justin is a CFP®, father of three daughters, and talented musician.
Chris is a CFA Charterholder and enjoys golfing.
Emily likes traveling and enjoys cruising the most!
Client Service Associate
Kris speaks 5 languages and loves to crochet while listening to audio books.
Gwen enjoys boating and fishing with friends and family.
Performance Analyst
Nicole enjoys reading, crafts, the beach and, most recently, gardening.
Client Service Manager and Team Lead
Cody is a husband, father, wealth advisor, pilot, retirement planner and aviation junkie.
02.06.24 | Institutional Retirement Plans
01.23.24 | Investment Management
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