darin speight

Darin Speight

Managing Partner
Email: This email address is being protected from spambots. You need JavaScript enabled to view it.

Associate Wealth Advisors


dave reeder

Dave Reeder

Wealth Advisor
Email: This email address is being protected from spambots. You need JavaScript enabled to view it.
david humphries

David Humphries

Wealth Advisor
Email: This email address is being protected from spambots. You need JavaScript enabled to view it.
ron morris

Ron Morris

Wealth Advisor/Client Relationship Manager
Email: This email address is being protected from spambots. You need JavaScript enabled to view it.

Strategic Partners


kelvin wong

Kelvin Wong CFA

Private Wealth Counsellor
our team logo

Frank Del Duca CPA, CA

Tax & Estate Planning Consulting
our team logo

Dan Raué CFP, CLU, CHFC

Advanced Case Consultant
jp beaudoin

John Paul (JP) Beaudoin MBA

Senior Investment Consultant
our team logo

Nicholas Short

Advanced Case Consultant

Client Service Team


randi warner

Randi Warner

Marketing Associate
Email: This email address is being protected from spambots. You need JavaScript enabled to view it.
brenda speight

Brenda Speight

Accounting