About Us

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Meet Our Team

  • Jeffrey L. Wyatt

    Jeffrey L. Wyatt, CPWA, CDFA

    Private Wealth Financial Advisor
    Managing Director - Investments

  • Jason D. Hyrne

    Jason D. Hyrne, CFP, CIMA, CPWA

    Private Wealth Financial Advisor
    Managing Director - Investments

  • J. Adam Kirby

    J. Adam Kirby, CFP

    Financial Advisor
    Vice President - Investments

  • Melissa Storch

    Melissa Storch

    Senior Registered Client Associate

  • James Murphy

    James Murphy

    Financial Consultant

  • Bhagwati Sangani

    Bhagwati Sangani

    Senior Registered Client Associate

  • Shannon Castaneda

    Shannon Castaneda

    Registered Client Associate

  • Mike Britt

    Mike Britt

    Registered Client Associate

  • Shielah Overholser

    Shielah Overholser

    Marketing Client Associate

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