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Meet Our Team

Our people are key to our success. It’s their expertise that guides our clients at every stage of the Consulting process. It’s their experience that drives us forward.

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Scott McGrath

Scott McGrath

Chief Compliance Officer
Derek Tidwell

Derek Tidwell

Trust Sales Coordinator
James Fox

James Fox

Client Services Manager
Khaye Shoo

Khaye Shoo

Client Account Manager
Ronald Borek

Ronald Borek

Insurance Coordinator
Raymond Stephney

Raymond Stephney

Trust Sales Coordinator
Sami Small

Sami Small

Bookkeeping Manager
Janey Murphy

Janey Murphy

Client Services Specialist
Ady Cambel

Ady Cambel

Executive Assistant
Dave Doggett

Dave Doggett

Media Director
Connor Crome

Connor Crome

Audio-Visual Technician
Victor Larosa

Victor Larosa

IT Support Engineer
Jedidiah Wick

Jedidiah Wick

Chief Strategy Officer