Our Team

Meet Our Team

Our team is made up of experienced financial experts committed to helping you succeed. With diverse backgrounds and a client-centric approach, we work together to provide personalized strategies and trusted advice. We prioritize your goals and stay dedicated to your financial growth and security.

Brian G. Reynolds

Founder & Managing Partner

Jeff Hagar

Partner

Kendal Strickland

Managing Director

Kristen Bernheim

CFA, Senior Associate

Lee Smith

Associate

Christian Bradley

Associate

Nikhil Patel

Vice President

Joel Ward

Chief Financial Officer

Brian G. Reynolds

Founder & Managing Partner

Kristen Bernheim

CFA, Senior Associate

Nikhil Patel

Vice President

Jeff Hagar

Partner

Lee Smith

Associate

Joel Ward

Chief Financial Officer

Kendal Strickland

Managing Director

Christian Bradley

Associate