Our advisors

Lee Davis

Lee Davis

Private Wealth Advisor

Learn more about Lee Davis Visit Lee Davis's website
Jeremy Davis

Jeremy Davis

Private Wealth Advisor

Learn more about Jeremy Davis Visit Jeremy Davis's website

Our team

Patti Rizzi

Patti Rizzi

Registered Client Service Associate,

Practice Manager
Brijie Wortmann

Brijie Wortmann

Client Service Associate,

Client Service Specialist
Carol J. Grey

Carol J. Grey

Client Service Coordinator,

Marketing Specialist