Our advisors

Michael Ferreira

Michael Ferreira

CFP®

Private Wealth Advisor

Managing Director
Learn more about Michael Ferreira Visit Michael Ferreira's website
Patrick J Skelly

Patrick J Skelly

APMA®

Financial Advisor

ACCREDITED PORTFOLIO MANAGEMENT ADVISORSM
Learn more about Patrick J Skelly Visit Patrick J Skelly's website
Ted Davis

Ted Davis

MBA, CFP®, APMA®

Financial Advisor

Associate Vice President
Learn more about Ted Davis Visit Ted Davis's website

Our team

Margo Hill

Margo Hill

Registered Client Service Associate

Elizabeth Concilla

Elizabeth Concilla

Client Service Associate

Shaun Nelson

Shaun Nelson

Operations Leader