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 Research
Bill Garrison
Director of Portfolio Management
Michael Gibb
Portfolio Manager

 

team-jean-thumbJanna Kiseeva
Research Analyst
team-alexis-thumbAlexis Houlihan
Associate Portfolio Manager
team-nathan-thumbNathaniel Beare
Associate Portfolio Manager

 


Tax and Financial Planning

team-marc-thumbMarc Verdi
Tax and Financial Planning Advisor
team-quinton-thumbQuinton Taylor
Associate Tax and Financial Planning Advisor

 


Operations & Administration

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

 

Melissa Pena
Administrative Assistant
Monica Murphy
Administrative Assistant
Lavinia Moxey
Operations Specialist

 

Pat Wilmore
Operations Supervisor
Stacy Dodson
Accounting Manager
team-cynthia-thumbCynthia Ellis
Chief Compliance Officer

 

team-marc-thumbMarc Verdi
Chief Financial Officer
Michael Gibb
Vice President
James McIntosh
CEO & President

 

Frank Gibb
Chairman Emeritus & Consultant