About

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

Richard Ayala

Senior Registered Client Associate

Matthew Cimino, CFP®

Financial Consultant

Andrew Scarry

Registered Client Associate

Why Invest With Us

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.

Learn More