Our Advisors

Lee Davis

Lee Davis

Private Wealth Advisor

Jeremy Davis

Jeremy Davis

Financial Advisor

Our Staff

Anton Liashko

Anton Liashko

Client Service Associate
Financial Planning Assistant
Patti Rizzi

Patti Rizzi

Client Service Associate
Financial Planning Assistant
Brijie Wortmann

Brijie Wortmann

Client Service Associate
Client Service Specialist
Carol J. Grey

Carol J. Grey

Client Service Coordinator
Marketing Specialist