Damian Gallina, CFA

Financial Advisor, Principal

Jeffrey Malcom, CFA

Portfolio Manager, Principal

Mary Thompson, CFP®, CIMA®

Director of Financial Planning

Jim Rossman, PhD

Financial Advisor

Alexandra Stewart, CFP®

Financial Advisor

Dustyn Strosnider

Financial Planning Associate

Skye Malcom

Advisor Assistant

Career Opportunities

Shannon Gallina

Practice Manager