Meet Our Team

Ryan Wibberley

CEO

Michael Fein

President

Andrew Goodman

Chief Investment Officer

Frank Cappadora

Managing Partner

Satish Survanshi

Senior Executive Vice-President

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Andy Smith

Director of Advance Planning

Rich Sebastian

Vice-President of Financial Planning

Jaimee Wibberley

Client Relations Manager

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Malcolm Ethridge

Executive Vice-President

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Austin Pearl

Financial Advisor

Amanda Hoy

Client Services Administrator

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Justice Stanton

Client Services Associate

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Brandon Beylo

Client Relations Manager

Heather Betz

Client Services Administrator