Through tailored and timely financial and investment advice, our goal is to help clients succeed financially and work toward their life goals. Whether you’re in the early stages of building wealth or facing complex retirement- or estate-planning choices later in life, we’re ready and equipped to help you make decisions for your future.
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



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Why Invest With Us
Your financial needs and goals are uniquely your own. When investing or working with us, you’ll benefit from a flexible, customizable planning approach and the support of a company dedicated to helping investors thrive and succeed.