Leadership Team

 

Marty Watkins
CFP® - CEO

Joseph Griffin
President

Jake Rushton
AIF® - VP Retirement

Mike Haynes
Executive Director

Jared Empey
Financial Advisor

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Sam Watkins
Financial Advisor

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Richard Hopkins MD
Financial Advisor

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Sara Dewitt
Marketing

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Natalie Savage
Operations Director

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April Reid
Office Manager

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Brett Weston
Paraplanner

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Stephen Fox
Financial Advisor

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Carly Chassé
Executive Assistant

Mallory Adams-Edinborough
Operations Manager