Bringing the Power of “Collective Wisdom” to Our ClientsJoin Our Team
1st Portfolio’s client teams are are led by a wealth advisor and are supported by an associate financial planner and client services liaison.
The wealth advisor is responsible for overseeing the financial plan and investment portfolio, while day-to-day needs are serviced quickly and efficiently by support members of our dedicated staff.
A team approach. White glove client service.
Entrepreneurial. Dedicated. Skilled.
President and CEO
Executive Vice President and
Chief Investment Officer