Meet Our Team

 
  • Kelly Anderson

    Kelly Anderson

    Office Manager & LPL Registered Sales Assistant

  • Jim David

    Jim David

    Founding Partner & LPL Sales Assistant

  • Greg David

    Greg David

    Founding Partner & Wealth Advisor

  • Benjamin Engram

    Benjamin Engram

    Senior Relationship Manager

  • Matt Dunn

    Matt Dunn

    Chief Compliance Officer

  • Kevin Elvington

    Kevin Elvington

    Director of Marketing

  • Dan Jacoby

    Dan Jacoby

    Chief Investment Officer

  • Jacob Stewart

    Jacob Stewart

    Director of Information Technology