Bruce is a Certified Financial Planner™ with extensive experience in all areas of financial planning and investment management. Bruce works with clients to help develop comprehensive and practical solutions to their unique financial issues.
Senior Client Relationship Representative / Director of Portfolio Management
Jason is a Certified Financial Planner™. Jason works directly with clients to help design, implement and monitor client investment portfolios.
Director of Operations
Leslie coordinates the operational and client service area for the firm including account opening, transfers, client correspondence and all other service related aspects of the firm.
Don is responsible for the day to day management of client portfolios, maintaining target allocations and managing the cash flow needs of our clients as well as preparing investment reviews and proposals.