Meet The Team

We take the time to get to know you and understand your vision for the future. Our team of professionals can work with you and your family to develop an effective plan to help you make that vision a reality.


Senior Portfolio Manager

Senior Investment Advisor




Additional TD Specialists

Mark Rogers

Estate Planning Advisor

High Net Worth Planner

Treva Newton

Tax and Estate Planner

Executive Trust Officer

Trust Officer

Tax and Estate Planner