Individuals & Families Investment Professionals David A. Hackworthy Chief Investment Officer & Portfolio Manager Frank J. Gambino, CFA Chief Equity Strategist & Portfolio Manager Joel C. McNeil, CFP® Director of Advisory Services, Senior Wealth Advisor & Portfolio Manager Thomas M. Simpson Director of Client Services Victor E. Rodriguez Director of Client Engagement Noel D. Goeddel, CFA Wealth Advisor Eric A. Knudson, CFP® Financial Planning Specialist Brandon A. Cloete, CFP® Wealth Advisor & Financial Planning Specialist Laura E. Tzakis Senior Client Services Administrator Let us help you Connect Now
