Meet Our Team

Experienced advisors. Personalized guidance.

A partnership built on trust.

Richard Marques

Richard Marques

CFP, CIM
Portfolio Manager
Jordan Batt

Jordan Batt

Associate Wealth Advisor
Bianca Gomes

Bianca Gomes

Administrative Assistant

Ready to Start the Conversation?

We believe strong relationships begin with a simple conversation. Whether you’re exploring your wealth management options for the first time or looking for a second opinion, our team is here to listen, understand your goals, and provide guidance tailored to you. Book a consultation with us today and take the first step toward building the financial future you envision.