Advisors

Laura
Oct 15, 2021Laura Barnard holds a Bachelor of Science (BS) and a Master of Business Administration (MBA), both in Business Administration and Management. She has been working in the finance field since 2008. Laura

Greg
Apr 10, 2020Greg is a graduate of the University of Arizona, where he earned a BS in Business Administration with a concentration in finance and real estate. After graduation, Greg underwent advanced professional training

ACE
Apr 10, 2020After a 30-plus-year Human Resources career in the Natural Resources/Mining industry, Ace retired as Director of Human Resources for Kennecott Minerals Company and joined his son, Morgan, at Merrill Lynch. In 2009,

Guillermo
Apr 10, 2020Billy is a graduate of the University of Arizona. He earned his degree in accounting and marketing. He is a highly experienced portfolio manager and financial advisor, having worked in the financial

Thomas
Mar 5, 2020With a rich background spanning over three decades, Tom Curtis is a seasoned professional in the realm of personal finance. Tom holds an undergraduate degree in finance from The Catholic University of America. Since

Morgan
Mar 5, 2020Morgan is a graduate of Texas A&M University, where he earned a degree in psychology and competed on the golf team. As a financial advisor with an academic background in psychology, Morgan