Our Team

JIM CARLTON > Managing Director – Chief Investment Officer

SCOTT HOFFERKAMP > CFS® – Principal

BARBARA JENKS > Principal

JIM CARLTON > Managing Director – Chief Investment Officer

SCOTT HOFFERKAMP > CFS® – Principal

BARBARA JENKS > Principal

FLORENCE CARLTON > Controller

HUNTER HERNANDEZ > Client Relations

JOHN SINITIERE > Client Relations

LELIA LEE > Brand Ambassador

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