Our Team
Our team comprises an exceptional group of individuals whose focus is a hands-on approach for each unique client. We care deeply about your financial vision, including all of the parts of your life that are impacted by your finances.
Seth Leishman
President, Financial Advisor
Rick Fisher
Financial Advisor
Nathan Leishman
Financial Advisor, Portfolio Manager
Patty Lum
Office Manager
Jamie Murphy
Client Services Specialist
Janet Ray
Data Analyst Manager
Tullen Bach
Client Services Specialist
Kirk Leishman
Client Services Associate