Broker Check

Team

 

Bard’s focus has always been on understanding the academic and theoretical aspects of investment management and translating those into practical solutions; creating sophisticated but practical financial planning strategies for...

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Lisa manages the investment administration, financial planning and client review aspects of our firm. A jack-of-all-trades, Lisa particularly enjoys digging into the custom planning and investment strategies we construct for clients....

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Lea enjoys building relationships with our clients while keeping the paperwork moving from proposal to execution and the office ticking over in a timely manner. Lea joined our team in 2002 and is now the administrative manager of our...

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Yen is an investment analyst and a finance graduate from George Mason University. She enjoys getting to understand the goals and values of each particular client and translating that into a financial picture. Yen enjoys the process of...

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Lindsey is responsible for trading client accounts and a wide variety of account maintenance activities. She specializes in dotting i’s and crossing t’s to ensure that every last detail is wrapped up and perfect. Lindsey...

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