Our team members

Thomas A. Forbes, II

Thomas A. Forbes, II

Managing Director - Investment Officer

Fundamental Choice Portfolio Manager

Brad S. Rude

Brad S. Rude

Managing Director - Investment Officer

Daniel R. Gilham, CFP®, CRPC®

Daniel R. Gilham, CFP®, CRPC®

Vice President - Investment Officer

PIM Portfolio Manager

Alexander B. Intriago, AWMA®

Alexander B. Intriago, AWMA®

Financial Consultant

Barbara E. Schroeder

Barbara E. Schroeder

Assistant Vice President

Senior Registered Client Associate

Tom Kavanaugh

Tom Kavanaugh

Vice President - Investment Officer

PIM Portfolio Manager

Peyton A. Rossignol

Peyton A. Rossignol

Client Associate

Angela Carey

Angela Carey

Senior Registered Client Associate, FPQP