Our advisors

Spencer Harris

APMA®

Financial Advisor

Managing Director
Learn more about Spencer Harris Visit Spencer Harris's website

T Paul Treuting Jr

CFP®, MBA

Financial Advisor

Vice President
Learn more about T Paul Treuting Jr Visit T Paul Treuting Jr's website


Our team

Cynthia "Cindy" Moll

Cynthia "Cindy" Moll

Registered Client Service Associate,

Client Concierge