About Us

Meet Our Team

Marc A. Ackerman

Private Wealth Financial Advisor
Managing Director - Investments


Jules Ahmar

Financial Advisor


Mario Colace

Client Associate


Stephanie Hunter

Wealth Management Senior Registered Client Relationship Associate


Rex Jones

Private Wealth Financial Advisor
Managing Director - Investments


Courtney Kwan

Private Wealth Senior Client Associate


Marco Mendoza

Private Wealth Financial Advisor
Managing Director - Investments


Mick Meylor

Registered Client Associate


Liberty Padilla

Client Associate


Nhaman Pelphrey

Managing Director


Kennedy Reardon

Registered Client Associate


Craig W. Thomas

Financial Advisor


Francois D. Viljoen, CFA

Senior Financial Advisor
Senior Vice President - Investment Officer


Eric Zurbrugg, CFP

Financial Advisor
Vice President - Investments