Colony
Colin Fitzgibbons
Associate Wealth Advisor
Connor Sullivan, Cfp®
Principal & Senior Wealth Advisor
Cyndy Heiner
Senior Tax Manager
David Shaw
Associate Wealth Advisor
David Shaw, Cfp®
Associate Wealth Advisor
Debby Dunham
Manager, Integrations
Dominica Bonanno
Client Service And Operations Manager
Duke Duncan
Manager, Portfolio Trading
Eric Patoine, Cpa
Tax Manager
Evan Cohen
Vice President, Information Technology
Faith Hill
Associate General Counsel
Faith Weston
Senior Tax Accountant