facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast blog external search brokercheck brokercheck
Richard Hendricks Photo

Richard Hendricks

President & CEO
Read Bio

As President & CEO, Richard has over 30 years of experience in the financial industry. Richard's primary responsibility is executive oversight. He's also held advisory positions with numerous corporate, institutional and non-profit organizations.

Laurie Bream Photo

Laurie Bream

Chief Investment Officer
Read Bio

Laurie focuses on wealth planning & investment strategy. Prior to joining, she was the head wealth planner at Fidelity. Laurie has represented and advised various fortune 500 business accounts for the past 20 years.

Sarah Manning Photo

Sarah Manning

Director of Technology
Read Bio

Since 2004, Gavin has acted as Director of Technology. He is instrumental in all phases of planning, administering and maintaining our Information and Telecommunications systems. He provides common-sense solutions to associate IT issues, and acts as advocate when dealing with broker dealers and outside vendors.