Colony
Jay Gillick
Associate Wealth Advisor
Jack Baird
Senior Portfolio Manager
Alexander I. Hock, JD, MBA, Cfa
Principal & Senior Wealth Advisor
Jeff Rubin
System Administrator
Adriana Ramirez
Billing Specialist
Nancy Rubin
Accountant
Rod Macdonald
Managing Director & Senior Wealth Manager
Kristina Kadeli Saunders, Cima®, Cfp®
Senior Portfolio Manager
Owen Plourde
Client Services Associate
Aleasa Rountree
Portfolio Administrator
Robert Guzman
Operations Associate
Steve Schuler
Managing Director And Senior Wealth Advisor