Meet The Group

Senior Associates

Russell C. Wixon Managing Director – Investments, Senior PIM Portfolio Manager

Russell C. Wixon
Managing Director – Investments

Senior PIM Portfolio Manager

Lawrence C. Olin, CFP® Managing Director – Investments, Senior PIM Portfolio Manager

Lawrence C. Olin, CFP®
Managing Director – Investments

Senior PIM Portfolio Manager

Robert A. Schwarz, CFP®, CLU Managing Director – Investments Accredited Domestic Partnership Advisor SM

Robert A. Schwarz, CFP®, CLU
Managing Director – Investments

Accredited Domestic
Partnership Advisor SM

Andrea C. DeVincenzi, CFP® Vice President – Investments

Andrea C. DeVincenzi, CFP®
Vice President – Investments

 

Advisors

Tara A. Skipper, CFP® Financial Advisor

Tara A. Skipper, CFP®
Financial Advisor

Jamie CK Lunge, CIMA® Associate VP – Investments PIM Portfolio Manager

Jamie CK Lunge, CIMA®
Associate VP – Investments

PIM Portfolio Manager

Lawrence A. Fleming Financial Advisor

Lawrence A. Fleming
Financial Advisor

 

Client Support

Gretchen Taylor First Vice President Practice Administration Manager

Gretchen Taylor
First Vice President

Practice Administration Manager

Anita L. Johnson Financial Consultant

Anita L. Johnson
Financial Consultant

Ursula Hamilton Senior Client Associate

Ursula Hamilton
Senior Client Associate

 
Jenifer Bell Senior Client Associate

Jenifer Bell
Senior Client Associate

Tricia Narine Senior Client Associate

Tricia Narine
Senior Client Associate