Our practice is more than a group of financial professionals – we are an integrated, multi-disciplinary team driven by a shared passion for guiding clients through their financial journeys. Combining experience, empathy, and unwavering dedication, we work together to help ensure your goals are not only achieved but exceeded.
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Chris Davis
Founder
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Christopher Senvisky
Managing Director
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Michael Davis
Managing Director
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Tod Wells
Managing Director
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Michael Duggan
Managing Director
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Karen Kight
Director
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Nicholas Androvich
Director
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Steve Giguere
Director
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Brent Hann
Director
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Alex Cohen
Director – Investment Strategy
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Susan Cohen
Associate – Relationship Management
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Kristen Senvisky
Associate – Relationship Management
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Paola Angeles
Registered Client Experience Associate
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Lisa Scriba
Senior Client Experience Associate
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Price Ashe
Registered Client Experience Associate
