Lee Roberts
Managing Partner

Lee Roberts
Managing Partner

Frederic Faizon
Director, Real Estate

Frederic Faizon
Director, Real Estate

George Purrington
Director, Investments

George Purrington
Director, Investments

Cameron Rosenow
Director, Relationship Manager

Cameron Rosenow
Director, Relationship Manager

Duncan Gibson
Director, Relationship Manager

Duncan Gibson
Director, Relationship Manager

Joe Dillon, CFP®
Director, Retirement Plan Consulting

Joe Dillon, CFP®
Director, Retirement Plan Consulting

Karen Neal
Client Services Associate

Karen Neal
Client Services Associate