Meet Our Team

James Monroe

Senior Financial Advisor
Managing Director - Investments

Matthew Hilliker

Senior Financial Advisor
Managing Director - Investments

Greg Anderson

Senior Financial Advisor
Managing Director - Investments

Joel Awabdeh

Senior Financial Advisor
Managing Director - Investments

Cristina Jurado-Smith

Senior Registered Client Associate

Richard Ayala

Senior Registered Client Associate

Matthew Cimino, CFP®

Wealth Planning Consultant

Andrew Scarry

Registered Client Associate
Why Invest With Us

Why Invest With Us

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