Team

Charles is passionate about helping clients develop personal investment objectives and creating an investment plan to match those objectives. Once a plan is in place, Charles excels at ongoing monitoring and reallocating in response to...

Jody's dedication lies in taking a holistic, personable approach when serving our clients. By combining her wealth of experience in financial planning, investment strategy, trust and banking, she diligently works with the team...

Maggie's forte is implementing innovative technologies and systems in order to streamline processes and provide a higher level of service to client accounts. She is also responsible for ensuring that day to day operations are fully...