Associates

 
  • Teresa McClelland-Sargent

    Teresa McClelland-Sargent

    President

  • Jason Brown

    Jason Brown

    Portfolio Analysis

  • Stephanie Zemore

    Stephanie Zemore

    Compliance Manager

  • Melissa Edmonds

    Melissa Edmonds

    Operations Manager / Client Service Specialist

  • Dale McClelland

    Dale McClelland

    Emeritus Portfolio Consultant