Meet Our Team

Kimberly Hunter, CIMA, CEPA

Private Wealth Financial Advisor
Senior PIM Portfolio Manager


Randy White, MBA, CEPA, SE-AWMA

Managing Director – Investments
PIM Portfolio Manager


John H. Ringgenberg, MBA, CFP®, CLU®, ChFC®

Vice President - Investments
PIM Portfolio Manager


Beth Ford

Financial Advisor


Julio Delgado-Perez

Registered Client Associate


Susana Cardenas

Client Service Associate