Meet Our Wealth Advisor Team

  • Bringing the Power of “Collective Wisdom” to Our Clients

    Join 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.