Meet the Professionals

 
  • John C. Grant, CIMA®

    Senior Financial Advisor ~ Partner

  • Daniel P. Hoffman, CRPC®

    Senior Financial Advisor ~ Partner

  • Daniel T. von Koschembahr

    Financial Advisor

  • Brent K. Williams, CRPC®

    Senior Financial Advisor

  • Monina E. Ferrer

    Registered Associate

  • Julie M. Nadeau

    Client Associate