Org chart
Jeff Brown
President & Partner
Jeff Brown
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Allison Williams
Chief Operating Officer
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
Meredith Ganz
Associate Financial Advisor
Deadra Terpkosh
Receptionist
