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

Brian G. Reynolds

Founder & Managing Partner

Kristen Bernheim

CFA, Senior Associate

Nikhil Patel

Vice President

Jeff Hagar

Partner

Lee Smith

Associate

Kendal Strickland

Managing Director

Christian Bradley

Associate