Org chart
Jeff Brown
President & Partner
Jeff Brown
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Allison Williams
COO & Partner
Janeen Kozak
Chief Of Staff
Robert Meyer
Managing Partner
Chris Reyes
Director Of Trading
Bob Wolter
Strategic Relationship Manager
Emily Saffa
Client Service Supervisor
Tyler Morris
Wealth Advisor & Partner
Patrick Ford
Wealth Advisor & Partner
Colin Domonoske
Wealth Advisor
Gloria Garcia
Associate Wealth Advisor
Matt Day
Associate Wealth Advisor
Gabe Thurner
Paraplanner
Meredith Ganz
Paraplanner
Deadra Terpkosh
Receptionist
