Meet the Team

A Collaborative Team. A Personalized Relationship.

Our team brings together experienced professionals who collaborate to deliver thoughtful, strategic guidance with clarity and purpose.

Our clients often navigate complex financial lives—shaped by success, evolving priorities, and generational opportunity. Through disciplined strategy and integrated planning, we help bring structure to that complexity, supporting confident decision-making across retirement readiness, tax efficiency, investment management, and legacy planning. Our focus is helping to transform complexity into confidence—aligning decisions with what matters today and what lies ahead.

Lawrence Brody

Managing Director - Investments
Senior Financial Advisor

Christopher Frohn, CFP

Senior Vice President - Investment Officer
Senior Financial Advisor

Louis Brody

Senior Vice President - Investments
Senior Financial Advisor

Margaret McIntyre

Registered Client Associate

Alexandria Riché

Client Associate

Our goal is to simplify your financial life so you can focus on the things that truly matter.

A team approach to help you achieve your vision of the future.

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