Our advisors

David Winekoff

CFP®, MS, CRPC, APMA

Private Wealth Advisor

Managing Director
Learn more about David Winekoff Visit David Winekoff's website

Bonnie Schultz

Financial Advisor

Managing Director
Learn more about Bonnie Schultz Visit Bonnie Schultz's website

Brandon John Hunt

CRPC, APMA

Associate Manager ACD

Learn more about Brandon John Hunt Visit Brandon John Hunt's website

Julie Rush

MBA, CAS©

Financial Advisor

Learn more about Julie Rush Visit Julie Rush's website

Paige Kerr

CFP®, CEP®, CPWA®, APMA

Associate Manager

Managing Director
Learn more about Paige Kerr Visit Paige Kerr's website

Tim Moffitt

CFP®, MBA

Financial Advisor

Associate Vice President
Learn more about Tim Moffitt Visit Tim Moffitt's website


Our team

Saly Ortiz

Saly Ortiz

Lead Registered Client Service Associate

Brandon Middleton

Brandon Middleton

Registered Client Service Associate

Radhika Pathania

Radhika Pathania

Client Service Associate