team

Tracey Lundell<small> BA, CIM®</small>

Tracey Lundell BA, CIM®

Senior Investment Advisor
Kristina Thomas<small> CAFP, RRC®</small>

Kristina Thomas CAFP, RRC®

Senior Investment Advisor
Marco Goco <small> Dip.T, B.Mgmt, PFP, CIM®</small>

Marco Goco Dip.T, B.Mgmt, PFP, CIM®

Associate Portfolio Manager