Colony
Jennifer Chang, Cfa
Director
Kristen O'brien MBA, Pmp
Director Wealth Management
Bill Weydemeyer, MBA, Cfp®
Principal & Senior Wealth Advisor
Debby Dunham
Manager, Integrations
Eric Patoine, Cpa
Tax Manager
Jeffrey Craig
Senior Financial Counselor And Director Of Tax Services
Trip Millikin
Senior Portfolio Manager
Liz Talbot
Executive Director And Senior Financial Counselor
Nina Mitchell
Senior Wealth Advisor & Co President, Colony Sports And Entertainment
Brittany Garber
Client Service Manager
Stephen Stelljes, JD, Cfp®
President Of Client Services
Jennifer Geoghegan
Chief Of Staff & Strategy