The LCG Team

Founding Director
Senior Wealth Advisor

Founding Director
Senior Wealth Advisor

Wealth Advisor

Firm Administrator
Senior Service Manager

Institutional Relationship Manager

Senior Service Manager

Service Associate

Service Manager

Financial Planning Associate
Service Manager

Founding Director
Senior Wealth Advisor
Managing Director

Founding Director
Senior Wealth Advisor

Founding Director
Senior Institutional Consultant

Founding Director
Senior Wealth Advisor

Director of Marketing
Service Manager