Our Staff

Jenny McNamara

Business Manager

Josh Marbert CPA

Director of
Operations

Ginger Sprecher

Admin & Client Service Assistant

Elizabeth Fain

Client Service Associate

Mary Carey

Trading Manager

Lindsey Tucker

Senior Client
Service Associate

Noelle Kelly

Advisor
Coordinator

Stephanie Prince 

Director of Services

Hannah Reese

Admin & Client Service Associate

Gracie Williams

Client Service Associate