Marcus Schafer, CFP­®

Director of Growth

Jazmine McAlily

Administrative Associate

Jacob Carson

Institutional Client Service Specialist

Amir Dreams, CFP®

Financial Planner

Holly Turner, CRPS™, AIF®

Senior Relationship Manager

Justin Brown, CFA

Director of Investments

Erin McCabe, CDMP

Marketing Manager

Max Herbkersman

Financial Advisor

Edward Andoh, FPQP®

Private Client Service Specialist