Team
Leadership Team
-
Mark Thompson
Chief executive officer
& Wealth Manager -
Tania Herman
Employee Benefits Specialist
-
Andrew Schuster
Financial Planner
-
Yvette de Lucchi
Healthcare Specialist
-
Ursula Maritz
Chief Investment Officer
-
Digby Brown
Financial Planner
-
Levon Jacobs
Financial Planner
-
Mark Harris
Estate Specialist
-
Sebastian Thompson
Chief Operating Officer
-
Ricky de Morais
Financial Planner