OUR TEAM

Our Team

 

Headshot of Betsy Fleming

Betsy Fleming, AIF®

Senior Vice President & Chief Compliance Officer
Headshot of Beate Ruffin

Beate Ruffin

Senior Vice President, Administration & Finance
Headshot of Joan Collins

Joan Collins

Front Desk Coordinator
Headshot of Sana Jafarey

Sana Jafarey

Client Service Associate

Lucas Campbell

Client Service Associate

Sahrata Camara

Client Service Associate

Charneè Long

Client Service Associate

TELL US ABOUT YOUR GOALS,
AND WE CAN START A CONVERSATION ABOUT HOW TO REACH THEM.