OUR TEAM

Our team combines the very best in financial expertise with the warmth, compassion, and approachability so important in building deep, longstanding client relationships. Get to know us better! Give us a call or check out our individual profiles.
Cynthia Kett

Cynthia Kett

Principal

James MacBride

James MacBride

Principal

David Stewart

David Stewart

Principal Emeritus

Andrew Rice

Andrew Rice

Senior Advisor Emeritus

Wesley Lindsay

Wesley Lindsay

Associate Advisor

Peter Kim

Peter Kim

Associate Advisor