Meet our team

Professionals who listen to your needs.

We work together to achieve your goals

Our team of finance and customer service professionals is here to help you manage your wealth. They will help you choose the products best suited to your needs.

We are driven by our passion for helping individuals and businesses build and protect their wealth so that they can leave a lasting legacy.

Our team of experts

Senior Wealth Advisor & Portfolio Manager
Senior Wealth Advisor & Portfolio Manager

Stephanie Lindsay

Wealth Associate

Juliana Weese

Wealth Associate

Bogue Clark

Wealth Associate

Ashim Khanna

Senior Advisor, Financial Planning & Advisory Services

Contact us

Get contact information for our team members and find out where our offices are.