Optimized to serve you

 

A team is not unlike an investment portfolio: When composed expertly, it nets more than the sum of its parts. Scott has the expertise to devise the ideal financial picture for you; the rest of the team has the diverse skills and experience to bring it to life. The result is your peace of mind.

Scott Murray photo

Scott C. Murray, MBA, CFA, CFP

Senior Portfolio Manager & Wealth Advisor

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Ben Elliott photo

Ben Elliott, CFA

Associate Portfolio Manager

 

Lisa Tyers

Lisa Tyers

Team Operations Manager

Tracy K. Liu photo

Tracy K. Liu, CIM

Investment Associate

 

Jenny Kim

Jenny Kim

Associate