Meet The Team

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Andrew Ramos

Financial Advisor

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Jeff Smith

Financial Advisor

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Bradyn Ramos

Financial Advisor

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Victor Semenov

Financial Advisor

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Elle Garvey

Executive Assistant

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Maddy Madsen

Administrative Assistant

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Kaden Moore

Administrative Assistant

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Skyler Ramos

Administrative Assistant

Business Support

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Austin Harrison, CFA, CMT

Director of Investments

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John Stansfield, Ph.D, CFA

Director of Investments

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Carrie Wrisberg

Chief Compliance Officer

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Phillip Bacon

Director of Operations

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Brian Jackson

Director of Marketing