Continuing to serve you in a thoughtful way.

Throughout the challenges of recent months, we've continued to safely serve investors' needs. We are thoughtfully evaluating our office openings and in-person appointments. Learn more.

Strategists

Craig Fehr Photo

Craig Fehr

Principal, Investment Strategist

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Nela Richardson

Principal
Investment Strategist

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Scott Thoma Photo

Scott Thoma

Principal, Client Needs Research

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Nicole Ewing

Canadian Strategist, Client Needs Research

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