Our Team – Partners & Associates

Charles Britton

Strategic Partner & Advisor

Robert Madi

Head of Technology & Cybersecurity

Chris Winn

Head of Compliance & Regulatory Oversite

Thomas Yates

Compliance & Regulatory Senior Consultant

Grier Ruebling,

Advisor Transition Specialist

Steven Buffalohead

Marketing & Graphic Designer

Melissa Buffalohead

Web Designer

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