Our advisors

Thom Newcomb

Thom Newcomb

Private Wealth Advisor

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Tim McLarty

Tim McLarty

Financial Advisor

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Steve Lovoy

Steve Lovoy

Financial Advisor

Learn more about Steve Lovoy
Alicia Ahern

Alicia Ahern

Financial Advisor

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Hill Turner

Hill Turner

Financial Advisor

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Jorge Torrens

Jorge Torrens

Financial Advisor

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William Wright

William Wright

Associate Financial Advisor

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Kevin Odom

Kevin Odom

Financial Advisor

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Jeff Conroy

Jeff Conroy

Associate Financial Advisor

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Whitney M Streck

Whitney M Streck

Financial Advisor

Learn more about Whitney M Streck
Megan Caulfield

Megan Caulfield

Financial Advisor

Learn more about Megan Caulfield

Our team

Sue Torrey

Sue Torrey

Client Service Specialist

Roles & Responsibilities

  • New Business Processing
  • Client Correspondence
  • Gather Client Data
  • Maintain Files & Records
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Marie Saccomanno

Marie Saccomanno

Client Service Specialist

Roles & Responsibilities

  • New Business Processing
  • Client Correspondence
  • Gather Client Data
  • Maintain Files & Records
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Tina Straut

Tina Straut

Paraplanner

Roles & Responsibilities

  • Investment Research
  • Prepare Preliminary Deliverables
  • Money Movement
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Chrystal Emmite

Chrystal Emmite

Client Service Specialist

Roles & Responsibilities

  • New Business Processing
  • Client Correspondence
  • Gather Client Data
  • Maintain Files & Records
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Katie Diaz

Katie Diaz

Client Service Specialist

Roles & Responsibilities

  • New Business Processing
  • Client Correspondence
  • Gather Client Data
  • Maintain Files & Records
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Alysa Skiles

Alysa Skiles

Office Manager

Roles & Responsibilities

  • Supervise Administrative Staff
  • Provide Training & Support
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Allyse Rolle-Polk

Allyse Rolle-Polk

Marketing Specialist

Roles & Responsibilities

  • Coordinate Client Events & Seminars
  • Marketing & Social Media
  • Online Client Experience
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Lisa Johnson

Lisa Johnson

Administrative Assistant

Roles & Responsibilities

  • Schedule Client Meetings & Appointments
  • Greet Clients & Direct Requests
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Trisha Boggs

Administrative Assistant