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Our Team
We are a team of advisors and financial professionals with decades of experience managing finances for families and instititions. Let’s talk and see how we get along.
Jon Timson
Managing Partner / Chief Executive Officer
Jay Handy
Co-Founder / Senior Portfolio Strategist
Michael Orzel
Chief Operations Officer and Advisor
Andrea Batey
Executive Vice President and Advisor
Carolyn Hoffman
Executive Vice President and Advisor
Preston Smith
Wealth Management Advisor
Gerri Mach
Operations Manager
Kim Hamilton
Senior Associate
Walter Costenbader
Chief Compliance Officer
George Timson
Wealth Management Advisor
Myles Jackson
Wealth Management Advisor
Main Menu
Home
About Us
Who We Are
Our Team
Our Services
Contact Us