Our team

Kevin FergusonPrincipal

Kevin Ferguson

Principal

Maury ShapiroPartner

Maury Shapiro

Partner

Ryan Florence

Partner

Karyn Cravens

Financial Planning and Operations Specialist

Patrice AllisonBrokerage Operations Manager

Patrice Allison

Brokerage Operations Manager

James BoswellDirector of Trading and Reporting

James Boswell

Director of Trading

Bethany DiamondOperations Manager Group Benefits

Bethany Diamond

Operations Manager Group Benefits

Sarah Wylde

Director of Financial Planning and Tax

Kelsey ViciniOperations Manager Individual Benefits

Kelsey Vicini

Operations Manager Individual Benefits