Our team of financial advisors, investment management and client service professionals is led by these senior professionals:
Patrick J. Horan, CFP®, ChFC |BIO|
Chairman and CEO, Senior Financial Advisor
John G. Heinlein |BIO|
Vice President and Chief Investment Officer
Jeffrey A. Malcom, CFA |BIO|
Portfolio Manager and Research Analyst
Paul J. Piccone |BIO|
Chief Operating Officer and Director of Information Technology
Christina L. Garland, AAMS® |BIO|
Director of Client Service
