Meet The Team

With 3 decades worth of experience in the financial services industry, I have learned a lot about running a practice dedicated to helping wealthy families achieve their financial goals.

Client Relationship Associate

PFP®

Administrative Associate

Client Relationship Associate

B.A.

CFP®

FMA

Administrative Associate

Additional TD Specialists

Michael Josey

Estate Planning Advisor

Suzanne Coggins

High Net Worth Planner

Jo-Anne Ryan

Vice President, Philanthropic Advisory Services

Executive Trust Officer

Business Succession Advisor