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.

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

Pete Braden
Wealth Management Advisor
team-marc-thumbMarc Verdi
Tax and Financial Planning Advisor

team-jean-thumbJean McGowan
Director of Research
team-jean-thumbJanna Kiseeva
Research Analyst

Bill Garrison
Director of Portfolio Management
Michael Gibb
Portfolio Manager
team-ashleigh-thumbAshleigh Lemaster
Portfolio Management Specialist

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

Doreen Hood
Administrative Assistant
Pat Wilmore
Operations Supervisor
Lavinia Moxey
Operations Specialist

Stacy Dodson
Chief Financial Officer
team-cynthia-thumbCynthia Ellis
Chief Compliance Officer

Michael Gibb
Vice President
James McIntosh
CEO & President
Frank Gibb
Chairman Emeritus & Consultant