Our advisors

Our team

Julie Canzoneri

Julie Canzoneri

Administrative Assistant,

Client Service Specialist
Melissa Higginbotham

Melissa Higginbotham

Administrative Assistant,

Client Service Specialist

Shelby Drummond

Administrative Assistant,

Client Service Specialist
Tina Siewart

Tina Siewart

Administrative Assistant,

Client Service Specialist

Matt Bryant

Paraplanner

Kyla Moravec

Kyla Moravec

Administrative Assistant,

Client Service Coordinator