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OUR TEAM

Richard "Rick"
Sanford, II

President & Portfolio Manager

Team: Rick
North Carolina
Sean M. Gilsenan CFP

Sean Gilsenan CFP®

Senior Financial Advisor

Douglas W. Suhr CFP

Doug Suhr CFP®

Senior Financial Planner

Michael Kennedy

Michael Kennedy

Registered Financial Advisor

Mackenzie Stussie

Mackenzie Stussie

Registered Financial Advisor

Team: Advisors
Angela Hill

Angela R. Hill

Vice President
Client Services & Operations

Jessica Denton

Jessica Denton

Client Services Associate

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Michelle Proctor

Client Services Associate

Team: Admin
Team: Admin
North Carolina
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Liz Dunton

Administrator

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