Our Stewardship

Our Stewardship Team

Founder & Chief Executive Officer
President
Chief Operating Officer
Chief Financial Officer
Chief Investment Officer
Chief Compliance Officer
Head of Insurance
Senior Advisor
Senior Advisor

“Our stewardship team exists for one purpose: to serve. We are here to empower our advisors and support our clients, so that everything we do reflects their best interests.”

Adam Butbul

Chief Financial Officer