Meet The Team

Jeff Thomas
Founder and CEO
Cale Dowell
Vice President
Sarah Bradley
Private Client Manager
Leslie Phelps
Marketing Manager
Ethan Pollard
Senior Analyst/Wealth Advisor
Anne Schruba
Client Service Specialist
Mike Richter
Director
Conner Combs
Wealth Advisor
Peter Roselle
Director - NYC
Pat Combs
Director
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