Our advisors

Christopher C Shiring

Christopher C Shiring

Private Wealth Advisor

Managing Director
Learn more about Christopher C Shiring Visit Christopher C Shiring's website
Thomas Kenyon

Thomas Kenyon

Financial Advisor

Chartered Retirement Planning CounselorSM
Learn more about Thomas Kenyon Visit Thomas Kenyon's website
Howard Bregman

Howard Bregman

Associate Financial Advisor

Chartered Retirement Planning CounselorSM
Learn more about Howard Bregman Visit Howard Bregman's website

Our team

Beth Shiring

Beth Shiring

Client Service Coordinator

Jeffrey Carter

Jeffrey Carter

Financial Planning Assistant

Ed Shiring

Ed Shiring

Operations Specialist