Our Team

Every individual on our team shares common values: Integrity. Respect. Passion. Strive for Excellence. With nearly 80 years of combined experience, our team is equipped to provide you with a depth of intellectual capital and highly personable service with each interaction.
Our variety of backgrounds and skill sets allow us to add the most value to each of our clients.

Rita N. A. Mansour, CPWA®

Senior Managing Director
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Tim A. R. Hanson, CIMA®

Certified Investment Management Analyst®
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Yasmeen Shousher Moore, MBA

Portfolio Analyst
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Casey Bunker

Investment Associate
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Bill Hegarty

Chief Investment Officer
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Thomas A. Yako, AIF®

Vice President
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Kimberly A. Murphy, MBA, CFP®

Vice President, Director of Financial Planning Services
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Carol Lavelle

Director of Retirement Plan Services
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