EXECUTIVE & LEADERSHIP
Matthew McIntyre | Founder & CEO
Kristin Riesgo | Vice President, Finance
Matthew McIntyre | Founder & CEO
Lori Dunn | President
Kristin Riesgo | Vice President, Finance
Matthew McIntyre | Founder & CEO
Kristin Riesgo | Vice President, Finance
Kristin Riesgo | Vice President, Finance
Kristin Riesgo | Vice President, Finance
Leadership Team
Scott Schwitzer | Director of Wealth Management
Tracie Jones | Director of Client Experience & Engagement
Tracie Jones | Director of Client Experience & Engagement
Tracie Jones | Director of Client Experience & Engagement
Tracie Jones | Director of Client Experience & Engagement
Tracie Jones | Director of Client Experience & Engagement
Robert Blair, CFP® | Director of Portfolio Management
Tracie Jones | Director of Client Experience & Engagement
Robert Blair, CFP® | Director of Portfolio Management
Cliff Bassett | Vice President of Business Development
Robert Blair, CFP® | Director of Portfolio Management
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