Our advisors

Bradley S Berg

Bradley S Berg

Private Wealth Advisor

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Our team

Alex Bueno

Alex Bueno

Paraplanner

Roles & Responsibilities

  • Manages financial planning operations
  • Provides client relationship support
  • Assists with research and business projects
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Kelly Brunton

Kelly Brunton

Operations Manager

Roles & Responsibilities

  • Coordinates overall office operations
  • Provides assistance with business processing/proposals, etc.
  • Corporate office liasion
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Amy Moore

Amy Moore

Client Service Coordinator

Roles & Responsibilities

  • Answer phones and greet clients upon arrival
  • Schedule client appointments/conduct client appointment reminders
  • Coordinate office calendars
  • Assist with office operations
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