Meet The Team Guest User 2023-09-24 Guest User 2023-09-24 Allison Comeau Co-Chief Executive Officer Read More Guest User 2023-09-20 Guest User 2023-09-20 Michael J. Furtado, CFP Director of Wealth Advisory service/Senior Certified Financial Planner Read More Guest User 2023-09-18 Guest User 2023-09-18 Dale Hawthorn, CPA, CA President & Co-Chief Executive Officer Read More Guest User 2023-09-16 Guest User 2023-09-16 Todd Johnson, CFA Chief Investment Officer & Portfolio Manager Read More Guest User 2023-09-01 Guest User 2023-09-01 Crystal O'Neill, CPA, CGA Director of Finance Read More Guest User 2023-08-27 Guest User 2023-08-27 Chris Richard, CFA Head of Fixed Income Investing & Portfolio Manager Read More Guest User 2023-08-14 Guest User 2023-08-14 Tasha T. Director, Client Service and Administration Read More Guest User 2023-08-11 Guest User 2023-08-11 Kimberly Wallace, CPHR Director - People & Culture Read More
Guest User 2023-09-20 Guest User 2023-09-20 Michael J. Furtado, CFP Director of Wealth Advisory service/Senior Certified Financial Planner Read More
Guest User 2023-09-18 Guest User 2023-09-18 Dale Hawthorn, CPA, CA President & Co-Chief Executive Officer Read More
Guest User 2023-09-16 Guest User 2023-09-16 Todd Johnson, CFA Chief Investment Officer & Portfolio Manager Read More
Guest User 2023-08-27 Guest User 2023-08-27 Chris Richard, CFA Head of Fixed Income Investing & Portfolio Manager Read More
Guest User 2023-08-14 Guest User 2023-08-14 Tasha T. Director, Client Service and Administration Read More
Guest User 2023-08-11 Guest User 2023-08-11 Kimberly Wallace, CPHR Director - People & Culture Read More
