A COLLABORATIVE TEAM to count on
It takes a village, they say. And we couldn’t agree more. We believe that everyone has their own talents and wisdom to share with the world and each other, which is why drawing on each other’s expertise and insight is very important to our team.
Together, we enjoy guiding our clients – our friends – through the ins-and-outs of their financial life. We’ve found that connecting on a personal level with you and with each other is what enables us to do our best work on your behalf.
Managing Partner, 1792 Wealth Advisors Branch Manager, Wealth Advisor, RJFS
Senior VP, Partner, 1792 Wealth Advisors Senior Portfolio Manager, Wealth Advisor, RJFS
Director of Operations and Client Services, 1792 Wealth Advisors Registered Client Associate, RJFS