Associates
-
Leah D. Schwarz, CFP®, WMS™, CRPC®, MBA
Managing Director, Wealth Manager
-
Zach McCown, CFP®,CRPC®, AAMS®
Senior Vice President, Wealth Manager
-
Valerie Beabout
Vice President, Senior Registered Client Administrative Manager
-
Annette Córdoba
Vice President, Senior Client Administrative Manager
