Who We Are
Compliance & Operations
Jason Strockis and Connor Sheehy keep our internal systems running smoothly and seamlessly.
Partnering with our clients to grow and preserve their wealth through clear, sound, and trusted investment counsel.
Jason Strockis and Connor Sheehy keep our internal systems running smoothly and seamlessly.
Partnering with our clients to grow and preserve their wealth through clear, sound, and trusted investment counsel.