Our advisors

Alex Soeth

Alex Soeth

CRPC®, MBA

Client Relationship Manager

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Brandon McQueen

Brandon McQueen

Client Support Associate

Lead Client Support Associate
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Cameron Parr

Cameron Parr

BFA

Client Relationship Manager

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Chad Saclolo

Chad Saclolo

Client Relationship Manager

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Chris Label

Client Support Associate

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Donny Hunter

Donny Hunter

MBA, CFA®

Manager AAC

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Gerard Diaz

Gerard Diaz

Client Support Associate

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Kevin Van Sciver

Kevin Van Sciver

Client Support Associate

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Salem Fleury

Salem Fleury

Client Support Associate

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Shana Michele Daniels

Shana Michele Daniels

Client Support Associate

Experienced Client Support Associate
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Timothy Norton

Timothy Norton

Client Relationship Manager

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