Our Team

Director of Wealth Management

Financial Advisor

CPA Partner
Financial Advisor

CPA Partner
Financial Advisor

CPA Partner
Financial Advisor

CPA Partner
Financial Advisor

Photo of team member

CPA Partner
Financial Advisor

CPA Partner
Financial Advisor

CPA Partner
Insurance Advisor

Client Services Manager

Securities offered through 1st Global Capital Corp., Member FINRA/SIPC. Investment advisory services offered through 1st Global Advisors, Inc. Insurance services offered through 1st Global Insurance Services, Inc. We currently have individuals licensed to sell in the states of CA, CO, CT, FL, GA, IL, MA, MD, ME, NJ, NY, OH, PA, RI, SC, TN, TX, VA, and VT. This is not an offer to sell securities in any other state or jurisdiction.

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