Luke O'Brien, MBA, CFA

Vice-President, Associate Portfolio Manager & Investment Advisor

709-576-4358 | Email me

Victoria Oliver, BBA

Associate

709-576-4311 | Email me

Paul DeJager B.Sc., MBA, CFP, CLU, CHS
Estate Planning Specialist

Mary Ellen Isenor, CPA, CA, CFP
Vice President, Financial Planning Specialist

Sharon Avery, LL.B.
Will & Estate Consultant