Alex Miles
Partner
Brian Smyth, MBA
Wealth Advisor
Hanna Yesuf
Wealth Advisor
HK Hallett
Sr. Wealth Advisor
Joe Kiely, PhD
Sr. Wealth Advisor
Nicole Brandon
Sr. Wealth Advisor
Pamela Postma, CFP®, MBA
Sr. Wealth Advisor
Scott Below
Wealth Advisor
Brownie Cordell
Client Service Manager
Ginny Starnes
Manager, Client Service
Katie Miceli
Relationship Manager
Jonathan Wilson, CFP®, EA
Sr. Wealth Advisor
Jahyra Robinson
Service Operations Associate
Stephanie Bennett
Relationship Manager
Courtney Clifford
Retirement Planning Specialist

