Our team, our family

Whether you’re a brand new client or have been with us for years, our team takes the time to assess your unique situation, goals, attitude toward risk and time horizon. Each of us is dedicated to delivering world-class wealth management that is personal, with the perspective that never loses sight of the comfort you and your family seek.

  • More than 75 years of combined experience
  • More than 15 certifications and licenses

Leslie B. Fox, CFA

Managing Director - Financial Advisor, Senior Portfolio Manager - Portfolio Focus

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Marc Sancton Image

Marc Sancton, CPA

Vice President - Financial Advisor, Senior Portfolio Manager - Portfolio Focus

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Valerie Walter, AWM, CFP®

Vice President - Senior Financial Associate, Advanced Wealth Manager


Melanie Greer

Senior Registered Client Associate


Start the next phase of your financial journey

Let’s get to know each other. Our team is available to review your portfolio, learn about you and your financial goals, and answer questions about our approach.

Arrange a conversation today.

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