OUR FIDUCIARY TEAM

We work with you to identify areas of opportunity to help you thrive and grow. It’s one thing to help someone achieve success. It’s another to make it last. We help our clients do both. Our approach always has been, and always will be, to put the needs of our clients first.

Richard Jones
Fiduciary Officer - Loans & Investments
Email Richard @

Isabella Paul
Insurance & Risk Officer
Email Isabella @
Tessa Smith
Chief Financial Officer
Email Tessa @
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