We have brought together a dedicated and experienced team of investment specialists, relationship managers, and operations staff to help meet your financial goals.
Our Managing Directors, Jeffrey C. Troutner and Philip W. Jonckheer are responsible for investment strategies, client relationships, strategic relationships, business management, and marketing.
Our Relationship Management Team, Katie Calagui, T.J. Troutner and Jason Zahorenko are responsible for all aspects of our client relationships, operations, compliance, and project management.
