CEO
Jason Hamilton, CFP®
Chief Operating Officer
(Future Position)
Chief Investment Officer
Jason Hamilton, CFP®
Chief Compliance Officer
Jason Hamilton, CFP®

Operations Department

Operations Coordinator
Jeanette
Compliance Manager
Kingston

Business Development

Business Development Lead
Selene
Media Manager
Aries

Diamond Team 1

Lead Advisor
CJason Hamilton, CFP®
Associate Advisor
(Future Position)
Client Service Associate
Jeanette

Diamond Team 2

Lead Advisor
(Future Position)
Associate Advisor
(Future Position)
Client Service Associate
(Future Position)

Diamond Team 3

Lead Advisor
(Future Position)
Associate Advisor
(Future Position)
Client Service Associate
(Future Position)