image of Cynthia Penner

Cynthia L. Penner, PhD

Senior Vice President - Financial Advisor

image of Byron Fox

Byron Fox, JD*

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

image of Jason Dalen

Jason Dalen, CPFA®, JD*

First Vice President - Financial Advisor, Consulting Group

Email |
image of Karen Hickey

Karen Hickey

Senior Registered Client Associate

image of Jennifer Carroll

Jennifer Carroll, APP

Investment Associate


Contact us

Please fill in all the mandatory fields.

To protect your privacy, we ask that you not send any confidential information, such as bank account numbers, credit card information or account details, through this contact us form.

*Required fields