
Caryn’s responsibilities include overseeing the day to day aspects of our firm’s operations and managing customer...

Nicole works to provide marketing support to our team, including social media help, print and design support, project...

Hilary works to create efficiencies and refine the processes of our practice to help us continually raise the level of...

Paul is responsible for supporting the firm through the introduction of new tools, models and other advisory solutions...

Russ is Vice President of Business Development and Acquisitions for Prospera Financial Services. Russ brings over 30...

Wes is responsible for the compliance aspect of our firm. In his role, he works to provide guidance for best practices...

Jim currently serves as Senior Fixed Income Associate on the bond trading desk. He draws on more than 20 years of...

Patsy serves as the senior fixed income associate for the bond department. She performs market and portfolio analysis to...