Meet Our Team
As an advisory team with decades of knowledge and experience, we tailor our services to help you feel confident while working toward your financial and life goals. The foundation of our practice is forming a lasting and meaningful relationship with you, helping you feel empowered throughout your wealth management journey.
Brian J. Firring
Private Wealth Financial Advisor
Managing Director - Investments
Monika A. Orozco
Private Wealth Senior Registered Client Associate
Vice President
Tondalay N. George, CRPC
Private Wealth Senior Registered Client Associate
Assistant Vice President
