Meet Our Team

Glenn G. Miller

Senior Financial Advisor

Ryan P. Hawkins, CFP, AWMA, ADPA

Senior Financial Advisor
Fundamental Choice Portfolio Manager

Steven Adelizi

Senior Financial Advisor
Nicholas Adelizi

Nicholas Adelizi

Registered Associate

Lisa Maisano-Norman

Senior Administrative Associate

Paul Hammersmith

Senior Financial Advisor

Maria E. Reed

Senior Administrative Assistant

Garrick Updegraph, CFP

Executive Vice President
Senior Financial Advisor

Michelle Bolling

Senior Client Associate

Patrick T. Enriquez

Director
Senior Vice President

Jon M. Leedom

Managing Principal
Fundamental Choice Portfolio Manager

Craig E. Tuthill

Senior Financial Advisor
Fundamental Choice Portfolio Manager

Nina Domingo

Senior Client Associate

Sean A. Loftus

Managing Director - Investment Officer
Senior PIM Portfolio Manager
Why Invest With Us

Why Invest With Us

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