Meet Our Team

Jeffrey L. Wyatt, CPWA, CDFA

Private Wealth Financial Advisor
Managing Director - Investments

Jason D. Hyrne, CFP, CIMA, CPWA

Private Wealth Financial Advisor
Managing Director - Investments

J. Adam Kirby, CFP

Senior Financial Advisor
Senior Vice President – Investments

Melissa Storch

Senior Registered Client Associate

Vicki Meadors

Client Associate

James Murphy

Financial Consultant

Bhagwati Sangani

Senior Registered Client Associate

Shannon Castaneda

Registered Client Associate

Joyce Walker

Registered Client Associate

Shielah Overholser

Marketing Client Associate

Dina Kirshbaum

Marketing Client Associate
Why Invest With Us

Why Invest With Us

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