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Our Team

Meet Our Team

Colm Bailey

Colm Bailey

Financial Advisor

Gabe Brogden

Gabe Brogden, CFP®

Financial Advisor

Bryan Quinn

Bryan Quinn, CFP®

Financial Advisor

Josh Welch

Josh Welch

Financial Advisor

Charlis Wright

Charlis Wright

Financial Advisor

Support Staff

Meg Grier

Meg Grier

Investment Operations Program Manager

Andy Kernich

Andy Kernich

Sales Assistant

Nalana Mack

Nalana Mack

Sales Assistant

Contact Our Team

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Our CFS* financial advisors are available by appointment to meet and discuss your goals. If you have not previously met with an advisor, you can contact us to learn who is accepting new clients and schedule a complimentary, no-obligation appointment to get started.