Our advisors

Dale Donaldson

Dale Donaldson

Private Wealth Advisor

Learn more about Dale Donaldson
Joshua T Gregory

Joshua T Gregory

Private Wealth Advisor

Learn more about Joshua T Gregory
Joseph Williams

Joseph Williams

Financial Advisor

Learn more about Joseph Williams
Houston Thom

Houston Thom

Associate Financial Advisor

Learn more about Houston Thom
Travis Wesley

Travis Wesley

Associate Financial Advisor

Learn more about Travis Wesley
Don Safstrom

Don Safstrom

Financial Advisor

Learn more about Don Safstrom
Ronald Lam

Ronald Lam

Financial Advisor

Learn more about Ronald Lam
David Lehman

David Lehman

Associate Financial Advisor

Learn more about David Lehman

Our team

Tricia Campbell

Tricia Campbell

Practice Manager

Catherine Chachas

Catherine Chachas

Financial Planning Specialist

Yasmin Fazal

Yasmin Fazal

Client Service Specialist

Candace Williams

Candace Williams

Client Concierge

Kieric Wilcox

Kieric Wilcox

Intern