Your Dedicated Team

We are committed to providing you with personalized strategies to help you achieve your financial and real estate goals.


Leadership


Team

  • Matt Lorimer

    Matt Lorimer

    Senior Vice President

  • Hunter Penrose

    Hunter Penrose

    Associate

  • Matthew Sawina

    Matthew Sawina

    Graphic Design & Marketing Associate

  • Katherine Patinelli

    Analyst

  • Julius Frago

    Julius Frago

    Executive Assistant