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Roger Reynolds
President of the Board of Directors, Co-Founder
Cfp® Katie Berntson (Mietus)
Wealth Manager
Ian Curtiss
Aams® James L. Moore Cmfc®
Wealth Manager/shareholder
James Walsh
Portfolio Manager
+ 13 more
Josh Harris
Wealth Manager & Managing Director, Corporate Development
Jay Winston Cfp®
Associate Wealth Manager
Colleen Pedey
Wealth Management Associate
November, 2022 - present
June, 2021
Wealth Manager at Coe Financial Group
Wealth Manager at PLEION Wealth Partners
Wealth Manager at Globaleye
Wealth Manager at Lendbox