As our client you will receive timely service and professional advice through our team approach. Our team members focus on different areas of client service, so you get the expert assistance you need when you need it.

Jason Hicks, CFP®, CIM, FMA, FCSI

Portfolio Manager & Investment Advisor

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Sandra Brown, CFP®

Associate Investment Advisor

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Adam Simpson, CFP®

Associate Wealth & Investment Advisor

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Kirsten Brandt

Associate

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Meaghan Britton

Administrative Assistant

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