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, CIM, FMA, FCSI

Senior Portfolio Manager & Investment Advisor

|

Adam Simpson

Associate Wealth & Investment Advisor

|

Kirsten Brandt

Associate Advisor

|

Anastasiya Vorobets

Administrative Assistant

|

Meaghan Britton

Associate

|