Justin Brown, CFA

Partner & Director of Investments

Jacob Carson, AIF®

Relationship Manager

Erin McCabe, CDMP

Senior Marketing Manager

Edward Andoh, FPQP®

Private Client Service Specialist

Christine Weit, FPQP®

Director of Client Experience

Casey Crawford, CRPS™, AIF®

Senior Relationship Manager

Amber Cofield

Investment Operations Associate

Lewis Goodman

Senior Technology Analyst

Aaron Tawil, CFP®

Partner, Chief Operating Officer & Chief Compliance Officer