Team 2017-02-18T13:34:26+00:00

Our Valuable Team Members

Paul Alston, CFA
Paul Alston, CFAPartner
Matthew Carter, CFA, CFP®
Matthew Carter, CFA, CFP®Partner
Jeffrey Shiffra, CFA, CPA
Jeffrey Shiffra, CFA, CPAPartner
Bruce Williams, CFA
Bruce Williams, CFAPartner
Brian N. Jackson, CFA, CFP®, CTFA
Brian N. Jackson, CFA, CFP®, CTFAPortfolio Manager
Matthew Kelly, CFP®, CIMA®
Matthew Kelly, CFP®, CIMA®Portfolio Manager
William Lee, CFA, CFP®
William Lee, CFA, CFP®Portfolio Manager
Greg Stott
Greg StottPortfolio Manager
Brandon Brooks, CFA
Brandon Brooks, CFASenior Associate
Barrett Geist, CFP®
Barrett Geist, CFP®Senior Associate
Michael Lossing, CFP®
Michael Lossing, CFP®Senior Associate
Vince Guarino, CFP®
Vince Guarino, CFP®Associate
Jonathan Goodfellow
Jonathan GoodfellowAssociate
Andrea Renouard
Andrea RenouardAssociate
Kami Whisler
Kami WhislerExecutive Assistant
Ann LaCasse, CPA
Ann LaCasse, CPAAccounting Manager