Broker Check

Wealth Management Team

Minimizing Your Financial Concerns
Maximizing Your Security

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

Private Client Group Advisor & Partner

M. Tye Morgan

M. Tye Morgan

Investment Strategist & Private Client Group Advisor

Aaron Hare

Aaron Hare

Private Client Group Advisor, MBA

Erik  Reigle

Erik Reigle

Investment Analyst & Assistant

Irene Clark

Irene Clark

Sr. Client Relationship Manager

Yuchuan Wu

Linda Wu

Sr. Client Relationship Manager

Siri Dutro

Siri Dutro

Client Relationship Manager

Aida Saiyan

Aida Saiyan

Client Relationship Manager

Marjan  Mahdavi

Marjan Mahdavi

Client Relationship Manager

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