Our Financial Team
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🤝 OUR TEAM
Meet Our Financial Experts
Meet the team dedicated to turning your financial and homeownership dreams into reality. Our experts bring a wealth of experience and personalized care to guide you every step of the way. Click on any team member to view their details.
James Wilson
Chief Financial Officer
Sarah Johnson
Senior Portfolio Manager
David Williams
Risk Assessment Analyst
Jennifer Thompson
Market Research Specialist
Robert Garcia
Wealth Management Advisor
Amelia Patel
Client Relations Director
Raul Mayer
Regional Manager
Alice Shelton
Branch Manager
Michael Thornton
Director of Client Relations
Drew Skinner
Investment Strategy Advisor
Widawick Gong
Senior Financial Analyst
Ishaaq Rafiq
Corporate Finance Manager
We build trust with our customers by combining creativity with tailored financial solutions.
