Our advisors

Coleen A Banks

Coleen A Banks

Private Wealth Advisor

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Our team

Becky J. O'Hara

Becky J. O'Hara

Operations Director

Qualifications

  • BFA Ohio Wesleyan University
  • Working with Coleen Banks since 2003
  • Interests: Aerobic Dance & Fitness Instructor
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Ravyn T. Green

Ravyn T. Green

Client Service Coordinator

Qualifications

  • AAS Hostos Community College
  • Interests: Traveling

Roles & Responsibilities

  • Calender Scheduling
  • Client Service
  • Social Media Manager
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