Leadership
Financial Planner & Principal Partner
Mark MacInnis, RICP®
Passionate, goal-oriented, and thought leader are just a few words most often used to describe Mark MacInnis.
Financial Planner & Partner
W. Justin Lacy, AIF®
Client-focused, earnest, and judicious leader are just a few words most often used to describe W. Justin Lacy.
Financial Planner & Partner
James Schreiber, ChFC®
Knowledgeable, detail-oriented, and intellectual leader are just a few words most often used to describe James Schreiber.
Financial Planner & Partner
Tom
O'Grady
Driven, passionate, and professional leader are just a few words most often used to describe Tom O'Grady.