Natasha Gamboa

Marketing and Office Manager

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Natasha Gamboa

Marketing and Office Manager

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Canon's Team

Shannon Carter, MBA, CFP^®

Wealth Manager

Jinette Chiappetta, CPA

Wealth Manager & Director of Tax Strategy

Alex Paoletto, CFP^®

Wealth Manager

William Saunders, CFP^®

Chief Relationship Builder

Alex Thompson

Director of Research & Portfolio Management

Andrew Walker

Chief Investment Officer

Anya Campbell

Relationship Manager

Barbara Merritt

Client Services Associate

Daniel Chase

Financial Planning Associate

Rebecca Lombardo

Client Services Associate

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