Meet Our Team

Our team of specialists is dedicated to creating plans which suit your wealth management needs. With decades of experience, we collaborate to provide you with both the expertise and the level of care you deserve to feel confident as we work toward your goals.

Jude Jeannis

Private Wealth Financial Advisor
Managing Director - Investments

Whit Hill, CRPC

Senior Financial Advisor
Managing Director - Investments

Denise Kohler

Senior Financial Advisor

Coleman Webb, CFP

Financial Advisor

Moses Obeidi

Financial Advisor

Nabil Farhat

Financial Consultant

Tevin Jeannis, AAMS

Financial Advisor

Joey Regan

Officer
Registered Client Associate

Cheryl Hrenko

Client Associate

Logan Zlomke

Officer
Registered Client Associate

Ali Ruiz

Client Associate

Nate Kinney

Registered Client Associate