top of page
​
Home
About Us
Welcome
Investment Philosophy
Financial Planning
Giving Back
Our Team
Blog Page
Who We Serve
Contact
Â
Use tab to navigate through the menu items.
CLIENT LOG IN
OUR
TEAM
Richard "Rick"
Sanford, II
President & Portfolio Manager
ABOUT RICK
Team: Rick
Sean Gilsenan CFP®
Senior Financial Advisor
ABOUT SEAN
Doug Suhr CFP®
Senior Financial Planner
ABOUT DOUG
Michael Kennedy
Registered Financial Advisor
ABOUT MICHAEL
Mackenzie Stussie
Registered Financial Advisor
ABOUT MACKENZIE
Team: Advisors
Angela R. Hill
Vice President
Client Services & Operations
ABOUT ANGELA
Jessica Denton
Client Services Associate
ABOUT JESSICA
Kim Stanfield
Administrator
ABOUT KIM
Team: Admin
bottom of page
