Colony
Bill Weydemeyer, MBA, Cfp®
Principal & Senior Wealth Advisor
Brad Levin, Cfp®, Cmt®, Cepa™
Managing Director
Brandon Arnold
Associate Wealth Advisor
Brian Katz
Chief Investment Officer
Brian Leach
Senior Portfolio Manager
Brittany Garber
Client Service Manager
Brittany Stamps
Client Service Associate
Cassidy Orr
Research Analyst
Cathie S. Thomas
Customer Service Manager
Cheryl Wilkinson
Senior Financial Counselor And Principal
Chris Zerbo
Portfolio Administrator
Clare Ciervo, Cfp®
Associate Wealth Advisor