About Us

Meet Our Team

Marc A. Ackerman

Private Wealth Financial Advisor
Managing Director - Investments

Marco Mendoza

Private Wealth Financial Advisor
Managing Director - Investments

Francois D. Viljoen, CFA

Financial Advisor
Senior Vice President - Investment Officer

Eric Zurbrugg, CFP

Financial Advisor
Vice President - Investments

Stephanie Hunter

Wealth Management Senior Registered Client Relationship Associate

Mick Meylor

Registered Client Associate

Liberty Padilla

Client Associate