Meet Our Team
Financial Advisors
Michael L. Huffman, CFA
President & Financial Advisor >
Todd A. Wulfson, CFA
Vice President, Financial Advisor & Chief Compliance Officer >
Timothy A. Humphrey, CFA, CFP®
Financial Advisor >
Research
Jackson A. Bargiello
Research Analyst >
Pat Curtis
Equity Research Analyst >
Operations
Mary C. Johnson
Client Service Specialist >
Matthew P. Michaud
Trading & Information Technology Specialist >
Sarah Sherrill
Operations Assistant >
Dylan Mackie
Trading and Operations Associate >