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Our Leaders

George

George Chairman and CEO

In everything we do as a company, we consistently uphold that our employees are our greatest asset. We believe that both our clients and brokers are our partners. Transparency, open communication and trust are paramount to being a true partner. We believe such openness is critical to achieving the best possible outcome and maintaining strong, long-term partnerships.

George

George Chairman and CEO

In everything we do as a company, we consistently uphold that our employees are our greatest asset.

Patricia

Patricia Head of Investment

Our employees are very talented at what they do, but they're also very talented at working together,

Barbara

Barbara Tax Advice

Communication is a major focus point of operations among our team. We believe that it plays an

Richard

Richard Stock Market

More than 85 skilled associates, including six LEED Accredited Professionals, four Architects and a

John Doe

John Doe Vice Director

We have over 20 years of experience providing expert financial advice for both businesses and

JonaThan

JonaThan Sale staff

In everything we do as a company, we consistently uphold that our employees are our greatest asset.