Our team’s PASSION is to work closely with each client, bringing our diverse perspectives and domain expertise, with the goal of UNDERSTANDING and ACHIEVING each client’s individual objectives.

Jacques Soenens

Founder/Chief Investment Officer
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Amir Navab

Managing Partner/Wealth Advisor
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Cheyenne Cali

Director of Business Operations
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Ron Keith

Portfolio Manager
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Damion L. Smith

Managing Director
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Ansley Cargill

Director of Research
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