Barry has over 20 years of experience serving the needs of ultra-high net worth clients, family offices, foundations and corporate entities.
Brad has over 20 years of experience and perspective 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.
Working in the finance industry since 2014, Connor focuses on retirement, estate, and tax planning strategies for individual and corporate clients.
Tyler has been working in the finance industry since 2015. He began his career fresh out of college with Charles Schwab trading equities and options for retail clients.
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