Meet Our Team

Yvonne Hall

Yvonne Hall, CFP®, CIMA®

Managing Director - Investments
Marta Cappa

Marta Cappa, CFP®, CDFA®

Associate VP - Investment Officer
Maegan Dornan

Maegan Dornan

Financial Advisor
Danette Van

Danette Van

Senior Client Associate
Tari Sheffer

Tari Sheffer

Senior Registered Client Associate

Why Invest With Us

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