Our  Team

MICHAEL R. SANDERS

Principal
Chief Investment Officer

CRAIG R. MARSON, JD, CPA

Principal
Director of Financial Planning

Kevin J. McCabe

Vice President, Portfolio Manager

Curtis Brooks, CFP™, CPA

Vice President
Private Client Services

Asher Konigsberg

Associate, Operations and Financial Planning

Nicholas W. Walsh, CFA

Director of Research

Michael C. Duvally

Manager Investment Operations

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