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Lauren Halloran
Chief Compliance Officer
Laura Pantaleo
Wealth Manager
Elizabeth Emory
Sr Compliance Officer
Kayla Kemner
Senior Director Of Finance, Controller & Shareholder
Lyssa Holman Grimaldo Cfp®
Wealth Manager & Shareholder
+ 1 more
Brandon Sookoo
Incoming Summer Investment Intern
January, 2024 - present
Wealth Manager at The Retirement Planning Group
Wealth Manager at Beaird Harris & Co
Wealth Manager at Vietnam International Bank
Wealth Manager at Anchor
Wealth Manager at Formue