Jay is a CFP® and enthusiastic hiker.
Financial Advisor
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
Bridgett is always searching for the best ice cream spots.
Client Service Manager
Brian is a Wealth Manager and enjoys woodworking.
Adam is a Financial Advisor and family man.
Jerry is a CFP® and competitive ballroom dancer.
Vice President
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.
Maureen is a CFA Charterholder and fitness enthusiast.
Senior Research Associate
Kris speaks 5 languages and loves to crochet while listening to audio books.
Nicole enjoys reading, crafts, the beach and, most recently, gardening.
Neal is a Financial Advisor, fly-fisherman, and avid guitar player.
Mike is a CIMA® and committed community volunteer.
Principal, Vice President
01.25.21 | Investment Management
01.24.21 | Investment Management
Sign up for our periodic email newsletter, distributed via Emma email marketing.