Our Team

Meet Our Team

Our team is made up of experienced financial experts committed to helping you succeed. With diverse backgrounds and a client-centric approach, we work together to provide personalized strategies and trusted advice. We prioritize your goals and stay dedicated to your financial growth and security.

Brian G. Reynolds

Founder & Managing Partner

Kendal Strickland

Managing Director

Joel Ward

Chief Financial Officer

Jeff Hagar

Partner

Nikhil Patel

Associate

Christian Bradley

Associate

Lee Smith

Associate

Kristen Bernheim

CFA, Senior Associate