Meet Our Team
Our Services
Russell McLean, CFP®, CIMA®
Managing Principal,Fundamental ChoicePortfolio Manager
Ryan Corbett, CFP®
Senior Vice President
Aaron Cates, CIMA®, CPWA®
Nathan Craig
Registered AccountAdministrator
Maryan Khalil
Registered Client Associate
Melissa Rosas
Account Administrator
Brian Bash
Operations Manager
Michelle Wohler
Senior Account Administrator