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