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Our Team

Minimizing Your Financial Concerns
Maximizing Your Financial Security

Wealth Management Team

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Corporate Retirement Plans Team

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Administration Team

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M. Tye Morgan

M. Tye Morgan

Investment Strategist & Private Client Group Advisor

Brady McIntyre

Brady McIntyre

Head of Associate Advisor Development & Private Client Group Advisor

Mike  Grimme

Mike Grimme

Director of Retirement Plans

Christine Gustafson

Christine Gustafson

Senior Registered Client Service Associate

Bobby Komrek

Bobby Komrek

Senior Client Services Associate

Landon Smith

Landon Smith

Senior Client Services Associate

Drew Brace

Drew Brace

Client Services & Operations Associate

Rana Ozcubukcu

Rana Ozcubukcu

Client Service & Operations Associate

Elizabeth Gregory

Elizabeth Gregory

Special Project Manager & Executive Assistant

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