Our strength lies in our talented and dedicated team of financial professionals. Their deep knowledge, combined with their shared commitment to putting our clients first and enviable track record of success, creates a highly effective team. They are the foundation for your vision, the co-writers of your story, and the true strength of our company.

To learn more about a team member, click on their image below.

  • Eric B. Anderson

    Eric B. Anderson, CFA

    Director of Equity Research & Senior Portfolio Manager
  • Ann Cohen

    Ann E. Cohen

    Managing Director
  • Jeanine Dunn

    Jeanine J. Dunn

    Portfolio Administrator
  • Jeremy Garskof

    Jeremy D. Garskof

    Paraplanner, Financial Planning
  • Lynn A Jones

    Lynn A. Jones

    Manager of Operations
  • Jen Nowitzke

    Jen E. Nowitzke

    Technology and Data Manager, Portfolio Administrator, & Internal Accountant
  • C. Pierce

    Christopher S. Pierce, CFA, CAIA

    Manager of Institutional Services
  • Kevin C. Quiros

    Kevin C. Quiros

    President
  • Dario Quiros

    R. Dario Quiros

    Chairman
  • James Reynolds

    James R. Reynolds, CFA, CFP®

    Chief Investment Officer & Head of Financial Planning