Our Client Team

Our client team is always on call to help navigate whatever life throws at you, ensuring the kind of service you would expect from a trusted friend.

Josh Burgett

CLIENT SERVICE ASSOCIATE

Ric Dillon, CFA

CEO, CIO & PORTFOLIO MANAGER

Brooke Dunlap

CLIENT SERVICE MANAGER

Jason Job, JD, CFA, CAP®

PORTFOLIO MANAGER

Tom Lennox

PARTNER – CLIENT DEVELOPMENT

Lisa Wesolek, CAP®

PRESIDENT & COO

HOW CAN WE HELP?

Let us know what’s on your mind. Send a note to our Client Team and we’ll follow up with you as soon as we’re able.