Broker Check

Wealth Management Team

Minimizing Your Financial Concerns
Maximizing Your Confidence

Corporate Retirement Plans Team

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Administration Team

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Jim Beatty

Jim Beatty

Principal Investment Strategist & Partner

Griffin Smith

Griffin Smith-CEPA

Private Client Group Advisor & Partner

Wealth Management Team

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

Christine Gustafson

Christine Gustafson

Senior Registered Client Service Associate

Bobby Komrek

Bobby Komrek

Senior Client Services Associate

Drew Brace

Drew Brace

Client Services & Operations Associate

Rana Ozcubukcu

Rana Ozcubukcu

Client Service & Operations Associate

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