Financial Planning & Investment Management

Carlos Salmon

Carlos Salmon, CPWA®

Founder & Managing Director

Pamela Bennett

Pamela Bennett, CFP®

Financial Planner

John Nichol

John Nichol, CFA®

Portfolio Manager

Operations & Compliance

Karen Aavik

Karen Aavik

Chief Compliance Officer

Sarah Pochedly

Sarah Pochedly

Business Services Associate, Client On-Boarding

Michael O'Brien

Michael O'Brien

Practice Consultant

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