Outside of work he enjoys spending time attending his kids’ activities and sporting events.
Chief Compliance Officer, Controller
Jenny has loved dinosaurs since she was a little girl and even had a “dinosaur chic” themed wedding.
Associate Business Manager
Michael enjoys the outdoors, travelling, and spending time with his wife, children, and grandchildren.
IT Manager
Karen enjoys running and hiking with her Golden Retriever.
Administrative Coordinator, Service Associate
Cheryl enjoys trips to the beach, playing cribbage and shooting trap.
Systems Administrator
Julie loves DIY home improvement projects and spending time with her family.
Compliance and Operations Associate
Ashley is on the firm’s management team and enjoys tap dancing.
Business Operations Manager
Kathryn is a first time mom and tends a small farm with her husband.
Operations Associate
05.22.23 | Investment Management
04.21.23 | Investment Management
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