Bringing Confidence to Your Investment Planning

Meet Your Advisors

Our team is made of professionals with many combined years of experience helping create solutions for complex wealth needs.

Benjamin Oxnard, CRPC

Managing Director - Investments
PIM Portfolio Manager

Jason Ford

Managing Director - Investments
PIM Portfolio Manager

Ryan Pross, CFP

Financial Advisor

Morgan Carter

Senior Client Performance Analyst

Glenda Harris

Senior Registered Client Associate
Assistant Vice President - Investments

Garet Haynes, CDFA

Senior Registered Client Associate

Tracie Hall Hilton

Senior Client Associate

Hailey Kellachan

Client Associate

Ready to Connect? We Are.

Reach out to schedule your discovery session. We can meet online, at our office or another location convenient for you.