Drew Malay, CFP®, CMFC®
Drew is your primary relationship manager and is responsible for the ongoing execution of high-level financial planning and investment management duties for your account.
Drew also coordinates and oversees all of the members of your dedicated service team.
Please contact Drew or anyone on his team if you have any questions or would like to discuss any aspects of your financial plan.
Alex Bjornsen, FPQP™
Financial Planning Department Administrator
Alex acts as a liaison between you and your advisory team. He assists with client requests for information regarding client investments and handles the distribution of recurring portfolio reports. Alex also oversees the scheduling of client review meetings.
Senior Client Service Associate
Fatima is your dedicated Client Services associate. She assists clients with account or money transfers, opening new accounts, updating beneficiary information, address changes, and any other responsibilities associated with the maintenance of your accounts. Fatima keeps your dedicated advisory team informed of any important updates or changes.