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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, CRPC®
Managing Director, Wealth Strategist 

Hunter Hein
Client Services Analyst

Scott White
Client Services Operations Associate