Our advisors

Brian C Lee

CFP®

Financial Advisor

Learn more about Brian C Lee Visit Brian C Lee's website

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

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