Our advisors

Robert J Morris

CFP®, APMA

Private Wealth Advisor

Registered Principal
Learn more about Robert J Morris Visit Robert J Morris's website

Riette E Lotker

CFP®

Financial Advisor

Learn more about Riette E Lotker Visit Riette E Lotker's website

Sean Fenton

AAMS, APMA

Financial Advisor

Learn more about Sean Fenton Visit Sean Fenton's website


Our team

Christopher Palermo

Christopher Palermo

Financial Planning Analyst

Personal Intro

Education: Louisiana State University

Licenses: Series 7, 9, 10, 24, and 66

Qualifications

  • CFP®

  • APMA™

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Kimberly Brouhard

Kimberly Brouhard

Paraplanner

Teal Wellner

Teal Wellner

Client Service Manager