Our Team

A TEAM OF FINANCIAL ADVOCATES, AT YOUR SERVICE.

We’re your team and we’re here to ensure that you receive dependable, knowledgeable, customized service that meets your business and personal wealth management needs. We are your financial advocates, working to organize and simplify your financial life to maximize your enjoyment of your wealth now and in the future.

Kevin M. Harris, CFA
President & Chief Investment Officer

Cynthia Michael
Vice President - Private Wealth Advisor

Regina Gonzales
Private Wealth Administrator 



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