Broker Check

Our Team

Our Principals

Our Management Team

Jeff Pytlinski

Jeff Pytlinski

President & Managing Member

Gordon Thorn

Gordon L. Thorn

Chief Compliance Officer

Associates

Suzanne Coulter

Suzanne Coulter

Executive Assistant

Alexandre Davison

Alexandre Davison

Director of Operations

Craig Hallier, CFA

Craig Hallier, CFA

Investment Analyst

Tasha Orth

Tasha Orth

Marketing Associate

Jennifer  Robinson

Jennifer Robinson

Wealth Management Associate

Barry Villaverde

Barry Villaverde

Client Services Manager

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