Patrick McNaughton, CFP®, MSFS, RICP®, ChFC®, AWMA®, AAMS®, CLU®, CRPC®
Managing Director, Private Wealth Advisor
Jennifer Matthews, CFA®, CIMA®, RICP®, CRPC®, AWMA®, AAMS®, APMA®, CETF®
Director of Asset Management, Private Wealth Advisor
Corinne Wilson, MSPFP, CFP®, ChFC®, MPAS™, RICP®, CLU®, ABFP®, CRPC®
Director of Financial Planning, Private Wealth Advisor
Halle Carter
Associate Wealth Advisor
Tanya Fortuna
Operations Specialist & Client Service
Trennon McNaughton
Assistant Financial Analyst & Paraplanner