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Brian D. Holmes
President and CEO
Brian D. Holmes
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Ghazal Zamani
Senior Manager Of Technology Operations
Ahmed Hassanein
Chief Financial Officer
Joseph Fusaro Jr.
Director Of Human Resources
Alina Barrass
Director Of Client Services
Sam Miller Cfa, Caia
Vice President, Investment Strategy
Deron McCoy
Chief Investment Officer
David Johnson
Senior Partner
Eric Pritz
Senior Partner
Jennifer Kim
Senior Partner
Aif® Mark Copeland Cfp®
Senior Partner
Paul Taghibagi Cfp, Aif
Senior Partner
Donna Chanthakone
Cyber Security Lead
Sigifredo Soto
Salesforce Administrator Lead
Jamison Williams
Visual Marketing Designer
Jennifer Late
Digital Marketing Strategist
Jennifer Lcap Late
Digital Marketing Strategist
Jordan Cornelius
Marketing Associate
Joseph Lindley
Registered Associate
Samantha Driver
Registered Associate
