Our Team

With an average of over 20 years in the financial industry, you can count on our experience to guide you through tough financial times.

Wealth Management Advisors

Ephraim Ulmer
Wealth Management Advisor
Dan Savage
Wealth Management Advisor
Kevin Riley
Wealth Management Advisor

 

Pete Braden
Wealth Management Advisor

 


Investment Management

team-jean-thumbJean McGowan
Director of Investments
Michael Gibb
Portfolio Manager (and President)

 

team-alexis-thumbAlexis Houlihan
Portfolio Manager
team-nathan-thumbNathaniel Beare
Associate Portfolio Manager

 


Tax and Financial Planning

team-marc-thumbMarc Verdi
Tax and Financial Planning Advisor

 


Operations & Administration

Bronwyn McIntosh
Client Relationship Manager
Olivia Diaz
Administrative Assistant
Jennie Dwyer
Administrative Assistant

 

Melissa Pena
Administrative Assistant
Adriana Cashwell
Administrative Assistant
Monica Murphy
Administrative Assistant

 

Lavinia Moxey
Operations Specialist
Pat Wilmore
Operations Supervisor

 

Stacy Dodson
Accounting Manager
team-cynthia-thumbRaven Carroll
Accounting Associate

 

team-cynthia-thumbCynthia Ellis
Chief Compliance Officer
team-marc-thumbMarc Verdi
Chief Financial Officer
Michael Gibb
President

 

James McIntosh
CEO
Frank Gibb
Chairman Emeritus & Consultant