Team
We have broad depth and breadth of experience in building investment portfolios and supporting advisory businesses. Collectively, as a team, our investment expertise spans evaluating portfolios, creating investment strategies, analyzing market trends and implementing tax aware trading.
Meet Our
Team
Fahad Siddiqi
Investment Advisor
Ethan Dunbar
Investment Advisor
Landon Jones
MBA, CFP - Financial Planner
Ethan Dunbar
CFA - Investment Officer
Kyle Patterson
MBA, CLTC - Financial Planner
Amber Bowen
Client Services