Meet Our Team

James Monroe

Senior Financial Advisor
Senior Vice President - Investments

Matthew Hilliker

Senior Financial Advisor
Senior Vice President - Investments

Greg Anderson

Senior Financial Advisor
Senior Vice President - Investments

Joel Awabdeh

Financial Advisor
Vice President - Investments

Cristina Jurado-Smith

Senior Registered Client Associate

Richard Ayala

Senior Registered Client Associate

Matthew Cimino

Senior Registered Client Associate

Andrew Scarry

Registered Client Associate
Why Invest With Us

Why Invest With Us

Learn More