Managing your finances isn’t as overwhelming when you have the right team by your side. We take time to understand what matters most to you, then work together to provide clear advice and consistent support along the way. With a team approach, shared accountability helps keep things on track. Feel more confident, connected and in control of your financial future.

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Team photo for Greenlight Group
Team photo for Greenlight Group

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Our advisors

Advisor photo for Marcus Rivera

Marcus Rivera

Financial Advisor

Learn more about Marcus Rivera
Advisor photo for Phung Van

Phung Van

Financial Advisor

Learn more about Phung Van


Our team

Donna Davis

Donna Davis

Registered Client Service Associate