Your Team of Advocates

Each client we have the privilege of serving deserves a team of financial specialists that match their unique needs. To achieve this, we foster an environment that attracts individuals who are interested in continuing to develop their technical expertise and have a deep conviction about client service and relationships. Our team members are encouraged to work in collaboration with both internal and external specialists in order to uncover opportunities and serve as your advocate.

View our Careers page.

Lee Ford

Manager of Operations & Client Service