Our advisors

Advisor photo for Brian C Lee

Brian C Lee

CFP®

Financial Advisor

Learn more about Brian C Lee Visit Brian C Lee's website
Advisor photo for William Matthew Mc Ree

William Matthew Mc Ree

CFP®

Private Wealth Advisor

Chief Executive Officer of The Bergamot Group
Learn more about William Matthew Mc Ree Visit William Matthew Mc Ree's website
Advisor photo for Leanne Robuck

Leanne Robuck

CFP®

Financial Advisor

Learn more about Leanne Robuck Visit Leanne Robuck's website


Our team

Emily Marra

Emily Marra

Client Relationship Manager,

Operations Specialist