Meet the Team

Jill Miller

Jill C. Miller

Managing Director - Investments

Kristen Ketchum

Kristen A. Ketchum

Managing Director - Investments

Shawn Corey

Shawn M. Corey

Senior Vice President - Investments

Rachel Lenhardt

Rachel A. Lenhardt

Registered Financial Client Associate

Lori Rose

Lori A. Rose

Financial Client Associate

Our Founder

Dave Davies

David W. Davies