Team

All of our employees focus on acting in the client's best interest.

View our Family Wealth TeamTM video

Keith M. Jacoby, CFP®CIMA®

Managing Director - Investments

Donald P. Nealon, CFP®

Managing Director - Investments

Michael A. McCain

Managing Director - Investments

Brian J. Kirk, CRPC®

Vice President-Investment Officer

Streeter Holden, CFP®, AAMS®, ADPA®

Senior Vice President - Investments

Laura J. Ross, CFP®

Financial Consultant

Nancy A. Thorsen

Financial Consultant

M. Evan Jones, CFP®

Financial Consultant

Janice Charles, CFP®

Senior Registered Client Associate

Eduardo Sosa

Registered Client Associate

Alex McCain

Registered Client Associate

Virginia "Gini" Phillips

Senior Client Associate

Deborah "Debbi" Maksymetz

Receptionist

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Get in touch today and we will contact you to discuss your goals and options.

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