Our Associates

 
  • Adam Brunin, AIF, NSSA

    Adam Brunin, AIF, NSSA

    President

  • Kelly Rosson

    Kelly Rosson

    Executive Assistant

  • Christopher Staples

    Christopher Staples

    Operations Manager

  • Chris Davies, NSSA

    Chris Davies, NSSA

    Investment Advisor Representative

  • Nick Kemp, AIF

    Nick Kemp, AIF

    Investment Advisor Representative

  • Cynthia O'Reilly

    Cynthia O'Reilly

    Client Relations

  • Myles O'Reilly

    Myles O'Reilly

    Financial Advisor

  • Cece Shepherd

    Cece Shepherd

    Investment Advisor Representative

  • Brian Walker

    Brian Walker

    Investment Advisor

  • Jim Davies, AIF

    Jim Davies, AIF

    Investment Advisor Representative

  • Michael Lucas

    Michael Lucas

    Investment Advisor Representative