Our advisors

Kerry Wate

CFA®

Financial Advisor

Managing Director
Learn more about Kerry Wate Visit Kerry Wate's website

Nick Hemphill

APMA

Financial Advisor

Vice President
Learn more about Nick Hemphill Visit Nick Hemphill's website

Matthew Truscott

CRPC

Financial Advisor

Managing Director
Learn more about Matthew Truscott Visit Matthew Truscott's website


Our team

Marcie Green

Marcie Green

Registered Client Service Associate

Jacinda Harris

Jacinda Harris

Client Service Associate