Our Team

Bridgett is always searching for the best ice cream spots.

Outside of work, Rueben enjoys exercising, reading, and maintaining his reputation as an amateur chess player.

Jay is a CFP® and enthusiastic hiker.

K is actively involved in Veteran services and is a proud Blue Star Mother.

Joe is a CFA Charterholder and enjoys playing men’s league basketball.

Adam is an avid sports fan and enjoys visiting local restaurants and wineries with his wife.

Brian is a Wealth Manager and enjoys woodworking.

Adam is a Financial Advisor and family man.