Broker Check

Our Team

Associates

Anthony Alvarez

Anthony Alvarez

Retirement Plan Specialist

Sarah Barkley

Sarah Barkley

Client Services Associate

Jennifer  Billam

Jennifer Billam

Operations Director

Trish Connelly

Trish Connelly

Relationship Manager

Suzanne Coulter

Suzanne Coulter

Executive Assistant

Alexandre Davison

Alexandre Davison

Director of Operations

Craig Hallier, CFA

Craig Hallier, CFA

Investment Analyst

Debbie Howard

Debbie Howard

Client Services Manager

Rebecca Michel

Rebecca Michel

Administrative Assistant

Tasha Orth

Tasha Orth

Marketing Associate

Susan Overbay

Susan Overbay

Operations Manager

Jennifer  Robinson

Jennifer Robinson

Wealth Management Associate

Barry Villaverde

Barry Villaverde

Client Services Manager

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