meet our team

Douglas L. Meyer, CFP

Managing Director - Investments
PIM Portfolio Manager

Neil R. Cooper

Managing Director - Investments
PIM Portfolio Manager

Jacob M. Drescher

Managing Director - Investment Officer
PIM Portfolio Manager

Josh Cooper

Financial Advisor
PIM Portfolio Manager

Carmel Kelleher

Senior Registered Client Associate

Lindsey Baker

Client Associate

Jaime Fredman

Assistant Vice President
Senior Registered Client Associate