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Team

Our Team

We are a patchwork of dreamers, designers and achievers. We’re kind of like a family. Together we make great things happen.

Welcome to a fresh new culture of people committed to helping you.

GRANT HOWE

Director/Financial Planner

KELLI HOOPER

Director/Financial Planner

MATTHEW KAYE

Financial Planner

jo conroy

Office & Accounts Manager

Dr. isaac poole

Chief Investment Officer

ROSLYN COOPER

Administration Manager

NAT MITCHELL

Paraplanner

ANGELA O'DONNELL

Client Services Officer

TAYLAH GARDAM

Client Services Officer

HOLLI HUTCHINS

Client Services Officer

TYRON WAUGH

Client Services Officer

KODY PHILPOTT

Client Services Officer

TWINKLE CABAHUG

Client Services Officer