Associates

 
  • William ( Bill ) Batie

    William ( Bill ) Batie

    Owner and Founder
    Senior Portfolio Manager
    Financial Advisor

  • Heather Schara

    Heather Schara

    Operations Manager Co Founder

  • Charles Randall

    Charles Randall

    Investment Adviser Representative

  • Riley McGovern

    Riley McGovern

    Financial Advisor

  • Dani Ortiz

    Dani Ortiz

    Client Services Associate

  • Matt Vining

    Client Service Associate