Client-first mindset, team-oriented skill set

 

With your needs top of mind and our diverse yet complementary skills at your service, our tight-knit team collaborates closely with our partners to deliver truly customized solutions across all facets of your wealth.

Michael Hamilton, CIM

Senior Portfolio Manager & Investment Advisor

Michael Hamilton and Cameron Foss

Cam Foss, PFP, CIM

Senior Portfolio Manager & Investment Advisor

Michael Hamilton, CIM

Senior Portfolio Manager & Investment Advisor

Cameron Foss, PFP, CIM

Senior Portfolio Manager & Investment Advisor

Michael Hamilton and Cameron Foss
Michael Hamilton

Michael Hamilton, CIM

Senior Portfolio Manager & Investment Advisor

Cameron Foss

Cameron Foss, PFP, CIM

Senior Portfolio Manager & Investment Advisor

Kristen Telle

Kristen Telle

Associate Advisor

Ayako Matsumaru

Ayako Matsumaru

Associate

Braden Kabeary

Braden Kabeary

Associate

Golman Shirali

Golman Shirali

Associate

Jameson Blasken

Jameson Blasken

Associate

Alexandra Epp

Alexandra Epp

Administrative Assistant

Kristen Telle

Kristen Telle

Associate Advisor

Ayako Matsumaru

Ayako Matsumaru

Associate

Braden Kabeary

Braden Kabeary

Associate

Golman Shirali

Golman Shirali

Associate

Jameson Blasken

Jameson Blasken

Associate

Alexandra Epp

Alexandra Epp

Associate

Your needs, priorities, and goals.

Our strategies, solutions, and care.

 

Discover what true collaboration with an expert team can do for you

Let’s chat