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

Tom Brownell
Head of Investment Research and Portfolio Construction >

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 >