Our team is proud to provide a breadth of experience, specialized financial knowledge and elevated level of service to all our clients. We work together to serve your goals and help you meet your financial future with more confidence.



Our advisors

Advisor photo for Mark Kendall

Mark Kendall

Financial Advisor

Associate Vice President
Learn more about Mark Kendall
Advisor photo for Ryan May

Ryan May

CFP®, MSF, APMA

Private Wealth Advisor

Managing Director
Learn more about Ryan May


Our team

Robert Mcintyre

Registered Client Service Associate

Damary Marrero

Registered Operations Leader