Our advisors

Gerald Patterson

Gerald Patterson

APMA®, CRPC®

Private Wealth Advisor

Learn more about Gerald Patterson Visit Gerald Patterson's website
Kristina Sturgis

Kristina Sturgis

CFP®, CDFA®, APMA®, CKA®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Learn more about Kristina Sturgis Visit Kristina Sturgis's website
Connell Lee

Connell Lee

APMA®

Financial Advisor

Investment Specialist
Learn more about Connell Lee Visit Connell Lee's website
George Khalsa

George Khalsa

CLU®, ChFC®, APMA®, CRPC®

Financial Advisor

Learn more about George Khalsa Visit George Khalsa's website

Our team

Jennifer Flora

Jennifer Flora

Client Relationship Manager

Khrista McWhorter

Khrista McWhorter

Financial Planning Specialist

Satnam Khalsa

Satnam Khalsa

Financial Planning Specialist