Charlotte Scott

Charlotte Scott

Administrative Assistant

Jamie O'Neill

Jamie O'Neill

Investment Advisor Representative

Josh Chandler, CPFA®

Josh Chandler, CPFA®

Investment Advisor Representative

Makenzie McKay

Makenzie McKay

Marketing Coordinator

Nicole Eddy

Nicole Eddy

Director of Operations

Sarah Huber

Sarah Huber

Client Service Associate

Shane Bilski

Shane Bilski

Investment Advisor Representative