Chris is a CFA Charterholder and enjoys golfing.
Financial Advisor
Mike is a CIMA® and committed community volunteer.
Principal, Vice President
Kevin is the company’s President and enjoys unwinding by the fireplace with family and friends.
President, Chief Investment Officer
Karen is a CFP® and has climbed Mt. Kilimanjaro twice.
Patty is a CPA and loves to travel with family and friends.
Emily is a CFP® and enjoys the beach.
05.22.23 | Investment Management
04.21.23 | Investment Management
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