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Our Team

Experienced, dedicated advisors committed to building long-term relationships and putting your best interests first.

Damon Boyar

Damon Boyar

Managing Partner & Wealth Management Advisor

Series 7, 63 & 66

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Omar Cujar

Omar Cujar

Private Wealth Advisor & Investment Representative

CFP®, CPWA®

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Ivette McCartney

Ivette McCartney

Operations Manager, Advisor Servicing
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Tess Vaughan

Tess Vaughan

Operations Specialist, Advisor Servicing
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Eric Parnell

Eric Parnell

Chief Market Strategist

CFA

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