Our advisors

Advisor photo for Robert J Morris

Robert J Morris

CFP®, APMA

Private Wealth Advisor

Registered Principal
Learn more about Robert J Morris Visit Robert J Morris's website
Advisor photo for Riette E Lotker

Riette E Lotker

CFP®

Financial Advisor

Learn more about Riette E Lotker Visit Riette E Lotker's website
Advisor photo for Sean Fenton

Sean Fenton

AAMS, APMA

Financial Advisor

Learn more about Sean Fenton Visit Sean Fenton's website


Our team

Christopher Palermo

Christopher Palermo

Financial Planning Analyst

Personal Intro

Education: Louisiana State University

Licenses: Series 7, 9, 10, 24, and 66

Qualifications

  • CFP®

  • APMA™

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Kimberly Brouhard

Kimberly Brouhard

Paraplanner

Gabrielle Nguyen

Gabrielle Nguyen

Financial Planning Assistant

Korissa Kenny

Korissa Kenny

Client Service Coordinator