Barry has over 20 years of experience serving the needs of ultra-high net worth clients, family offices, foundations and corporate entities.
Matt has dedicated himself to a successful career leading
private clients in attaining their financial goals.
Michael has over 21 years of investment management experience working with private clients and nonprofits.
Brad has over 20 years of experience managing investment portfolios
for high net worth and institutional clients.
Jack has over 20 years of tax and wealth planning, and trust administration experience,
working with high-net-worth clients and institutions.
Wanda Stapley has over 23 years of financial services experience. She has served in a variety of customer service, trading, and managerial operational roles.