Our team consists of experienced members who listen to your needs. Our team-based approach to wealth management allows each member of the team to focus on their unique area of specialization. The result is a well-rounded group of experts capable of managing the most complex financial needs.

Jeff Hancock

Senior Partner

Patrick Murphy

Senior Partner

Kevin Rebelo

Financial Security Advisor

Andrew Gibson

Portfolio Manager

Melissa Johnson

Operations Lead

Stacey Dustin

Financial Security Advisor

Brock Higgs

Financial Security Advisor

Chas Murphy

Financial Security Advisor

Tricia Nairn

Insurance Business Specialist

Trisha Bath

Operations Mentor

Aaron Hoekstra

Marketing Associate

Grant Fitzpatrick

Client Service Specialist

Zoe Masters

Receptionist

Shelley MacIntyre

Financial Planner

Alyssa Chamberlain

Marketing Associate

Tonia Donaldson

Financial Planner