Team
Our team.
Meet the advisors and staff.
Managing Partners
Chris J. Held
Managing Partner, Private Wealth Advisor
Chris J. Held
Managing Partner, Private Wealth Advisor
CFP®, CRPS®, Series 7 & 66*
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Cortland L. Golightly
Managing Partner, Private Wealth Advisor
Cortland L. Golightly
Managing Partner, Private Wealth Advisor
Series 6, 7, 63 & 66*
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Client Services
Private Wealth Advisors