Innovative Minds. Next-Gen Financial Solutions.

Our team blends deep financial expertise with the latest technology to deliver data-driven, forward-thinking strategies. We’re not just advisors – we’re your partners in building a smarter financial future for you and your family.

Michael Duty

Financial Advisor

William Hawker

Managing Director - Investments

Nitin Kapadia

First Vice President - Investment Officer

Angela Alexander, MBA

Client Associate

Jared Crawford, MBA

Senior Registered Client Associate

Angela Lord

Marketing Specialist

Jeanne McCormick

Senior Registered Client Associate