Colony
Patrick Donnelly, Cfp®
Principal, Vice President, And Senior Wealth Advisor
Adam Bowers
Client Service Associate
Scott Morrison
Development Specialist Sports And Entertainment
Sharon Rowe
Senior Tax Manager
Jin Lee
Accountant
Artin Gharibian
Staff Accountant
Stephen Miller
Managing Director
Mark L. Winecoff
Client Services Associate
Michael Wright, JD, Cfp®
Principal & Senior Wealth Advisor
David Shaw
Associate Wealth Advisor
Amanda Gonzalez
Tax Prep And Financial Planning Intern
Jeff Harrison
Principal And Managing Director