Team
Jim Worden, CFA®, CMT®, CAIA®
Chief Investment Officer
Jason Lin
Director, Trading & Research
William Tangog
Research Associate and Trading Assistant
Raymond Bell
Advanced Insurance Consultant
Caitlin Allard
Director, ARC - Advisor Resource Center
Erika Ferris
Director Retirement Plans/Financial Planning
Lisa Mitrovich
VP, Operations
Laura Rehberger
Office Administrator