Colony
Latrell Williams
Associate Legal Counsel
Mark Gravina, Cfp®
Associate Wealth Advisor
Kailee Hicks, Fpqp™, Cdfa
Customer Service Manager & Paraplanner
Jennifer Stevens, Cfp®
Associate Wealth Advisor
Amy Mc Master
Managing Director, Client Services & Operations
Nnenna Ike
Legal And Regulatory Counsel
Ryan Casey
Fixed Income Portfolio Associate
Robert Kluchko
Manager Of Portfolio Implementation
Kimberly Primavera, Ed.M
Recruitment Specialist
Brittany Stamps
Client Service Associate
Cyndy Heiner
Senior Tax Manager
Katie Baker, Cfp®
Associate Wealth Advisor