Associates

 
  • Brian D. Bissell, CFP®

    Brian D. Bissell, CFP®

    Senior Vice President/Investments
    Portfolio Manager – Solutions Program

  • Mark Graham, CIMA®

    Mark Graham, CIMA®

    Managing Director/Investments
    Portfolio Manager – Solutions Program

  • Brenda Stone

    Brenda Stone

    Operations Manager

  • Veronica Zamora

    Veronica Zamora

    Registered Client Service Associate