Meet the Team

Dalton J. Stokes

Business Development Coordinator
Client Service Advisor

“I work to ensure that all of our clients know that they are valued and important to us, and that they can trust in the fact that they will be treated as a person, and not as an account number."

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Kashish K. Meghani

Trader/Financial Analyst

"I am proud of the tremendous focus and effort we put into conducting due diligence with respect to investments. I am a firm believer in the many benefits that stem from disciplined analysis and research."

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