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 one another, which is why drawing on our collective 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.

Robert Milligan Jr, CFP^®, CIMA^®, CPFA^®
AIF^®

Managing Partner, 1792 Wealth Advisors Branch Manager, Wealth Advisor, RJFS

Brad Mehl, CFP^®

VP, Partner, 1792 Wealth Advisors Wealth Advisor, RJFS

Barry M. Gross

Senior VP, Partner, 1792 Wealth Advisors Senior Portfolio Manager, Wealth Advisor, RJFS

Michael A. Citron, CRPC^®, AAMS^®

Wealth Advisor

Margaret Selby

Director of Operations and Client Services, 1792 Wealth Advisors Registered Client Associate, RJFS

Lisa Kain

Transition Director, 1792 Wealth Advisors Registered Client Relations Specialist, RJFS

Michael Ipp

Wealth Advisor

Heather Jacobs

Client Relations Specialist 1792 Wealth Advisors, RJFS

Corinne Brogan, CFA

Portfolio Strategist, 1792 Wealth Advisors, RJFS

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