Meet The Team

We, not me, is the only way to deliver results to clients. There are so many things to consider when managing money for clients, aside from which stocks to buy and sell. Operations, compliance, reporting, messaging, scheduling, answering client questions. 

It’s impossible in this day and age for a one-man band to produce a great product. This is why we need a team, and I believe we have the most professional in the business…

Mick Graham

Lori Claro

Jessica Hughes

Hunter Savage

Ask Mick a Question

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