Meet your dedicated crew.
We’re anchored by a deep, unwavering commitment to our clients. From clear, consistent communication to reliable, personalized service, we take the time to understand your needs and serve you with those requirements in mind. You can always count on us to prioritize our relationships, provide guidance and act in your best interest.
Leadership
M. Brent Wertz
President and CEO
David Jang, CTP
Chairman and CRO
Executive Team
Jeff Harvey
Executive Director of RIA Operations
David Jang, CTP
Chairman and CRO
Suanne C. Lee
Executive Director of Administration & Finance
Benjamin Streed, CFA
Chief Investment Officer
M. Brent Wertz
President and CEO
Business Development
Ken Couch
Director of Texas Business Development & Investments
Seana Lassiter
Florida Business Development & Relationship Management Support Associate
René O’Day
Director of Florida Client Relationship Management & Investments
Ed Polansky
Director of Texas Client Relationship Management and Investments
Client Advisory, Client Services, & Portfolio Management
Dominick Cristofaro
Director of Client Advisory and Client Services
Dan Marro, CFA
Portfolio Manager
Grant Presson
Client Service Associate
Vito Resciniti
Market Strategist and Research Analyst
John Scott, CTP
Client Advisory Associate
Benjamin Streed, CFA
Chief Investment Officer
Finance, Administration & Operations
Tim Bafaloukos
Business Analyst
Megan Carson
Staff Accountant
Liz Gonzalez
Director of Reporting
Jeff Harvey
Executive Director of RIA Operations
Courtney Hislop
Senior Reporting Analyst
Suanne C. Lee
Executive Director of Administration & Finance
Nancy Roberts
Executive Assistant
Connie Viado
Compliance Analyst