Our Wealth Managment Team
Bringing over 25 years of experience to providing you with sound, reliable financial advice to help you achieve financial independence and peace of mind.
Senior Investment Advisor
& Portfolio Manager
CFP©, CIM©, FMA, CIWM, FCSI©
A fully accredited and licensed professional with over 25 years of experience providing personalized wealth management services, investment advice, discretionary Portfolio Management and, and insurance solutions for our clients.
Lindsey has over a 15 years of experience working in the area of financial planning, during which time she has completed industry courses in both the investment and insurance fields, making her a valuable resource for our team. Lindsey happily provides assistance with all client inquiries.
Client Relationship Manager
Kathy brings over 15 years of experience in banking and financial services. She supports our Team with client communications and marketing initiatives and also organizes client events.
Education & Professional Credentials
Jim Chronopoulos is committed to ongoing professional development through continuous education in all aspects of wealth management.
Completing Continuing Education courses along with regularly attending conferences, seminars, and workshops enables him to maintain current knowledge of products and practices, providing you with up to date and well-informed financial solutions.