Darcie Crowe, CIM, PFP, CDFA
Senior Wealth Advisor & Senior Portfolio Manager
Kellyanne Yep, CIM, RIAC
Associate Portfolio Manager
Morgan Steele, CFA
Associate Portfolio Manager
Jesse Martyn, BFA, CFP, CLU
Wealth & Estate Planning Specialist
I found my way into the financial services industry in a roundabout way - a decade as a professional actor. Someone who loves to argue, sing, and cry in front of an audience might not traditionally also love time-value of money calculations, but that's why when I was looking for the next step beyond performing, I got started in the industry providing insurance and planning advice.
Supported by my strong practical and analytical mindset, balanced by a drive to figure out what makes people tick, I assimilate all required data gathered to assess a client's big picture during a discovery phase, then drive the analysis of courses of action and design the most meaningful and dynamic way to document and present recommendations. I'm a creative strategist driven to get the planning process started and guide it through a wealth planning process, all while making sure that our recommendations are clearly articulated and inspiring.
This is all backed up by a lifelong desire to continue to deepen my knowledge of complex insurance and wealth planning including my status as a Certified Financial Planner professional and Chartered Life Underwriter. I'm driven by my values of security, happiness, integrity, health and environment. With all of this in mind, it's probably not a surprise that I'm a Kolbe 8-4-5-2, led by Fact Finder.
Industry Experience: Worked with a boutique firm, Evolution Strategies, creating custom advanced insurance and planning solutions. Previously, independent holistic financial professional specialized in socially responsible investments and working with the creative class.
Anne Jackson, BBA, CMA, CPA, QAFP
Wealth & Estate Planning Specialist
Tony Dwyer
Sr. Managing Director & Chief Market Strategist
Martin Roberge, CFA, MSc, BBA
Managing Director, North American Portfolio Strategy
Derek Dley, CFA, BComm
Managing Director, Head of Equity Research
Graham Saunders
Vice Chairman, Head of Origination
Jeffrey Blanco, MBA
Managing Director, Head of FX
Contact Us Today
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