Advisors

Laura

Oct 15, 2021

Laura 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

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Greg

Apr 10, 2020

Greg 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

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ACE

Apr 10, 2020

After 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,

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Guillermo

Apr 10, 2020

Billy 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

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Thomas

Mar 5, 2020

With 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

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Morgan

Mar 5, 2020

Morgan 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

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