Our Advisors

Lee Davis

Lee Davis

Private Wealth Advisor

Jeremy Davis

Jeremy Davis

Private Wealth Advisor

Our Staff

Anton Liashko

Anton Liashko

Registered Client Service Associate
Practice Manager
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