Jeff Thomas Founder/CEO Cale Dowell Vice President Mike Richter Director Sarah Bradley Private Client Manager Ethan Pollard Senior Analyst/Wealth Advisor Leslie Adame Marketing Manager Anne Schruba Client Service Specialist Conner Combs Wealth Advisor Peter Roselle Director - NYC Pat Combs Director
Vice President
Director
Private Client Manager
Senior Analyst/Wealth Advisor
Marketing Manager
Client Service Specialist
Wealth Advisor
Director - NYC
Director