
James Monroe
Senior Financial AdvisorManaging Director - Investments

Matthew Hilliker
Senior Financial AdvisorManaging Director - Investments

Greg Anderson
Senior Financial AdvisorManaging Director - Investments

Joel Awabdeh
Senior Financial AdvisorManaging Director - Investments

Cristina Jurado-Smith
Senior Registered Client Associate
Richard Ayala
Senior Registered Client Associate
Matthew Cimino, CFP®
Wealth Planning Consultant