Meet the Team

Collaborating with an independent and experienced financial advisor offers you access to professional and unbiased advice, personalized service tailored to your unique needs, and a commitment to addressing your specific concerns and future goals.

We operate with a focus on trust, reliability, empathy, prudence, and innovation. Our dedication lies in making a positive impact on our clients' lives and securing their financial futures. Upholding respect and confidentiality, we prioritize your goals and concerns, working solely for your benefit. With a breadth of expertise and a wide range of products and services, we are equipped to cater to your individual needs.

Our Wealth Advisors

Daniel Swift
Daniel Swift, CFA®
Senior Wealth Advisor, Associate Portfolio Manager
Sarah Emmonds
Sarah Emmonds
Wealth Advisor Assistant

Our Specialists

Jacqueline Knoblauch
Jacqueline Knoblauch
Insurance Planning Specialist Insurance Solutions
Sam Kyriazis
Sam Kyriazis
Manager, Tax Consulting Tax Solutions
Patricia Chartrand
Patricia Chartrand
Senior Trust Advisor
Solus Trust Company, an Affiliate of Raymond James Estate & Trust Services
Larbi Moumni
Larbi Moumni, CFA®
VP, Head of Portfolio Advisory & Portfolio Manager Investment management
Teresa Mok
Teresa Mok
Senior Financial Planner Financial Planning

No credential is as widely regarded in the global financial industry for its rigorous focus on current investment knowledge, analytical skill, and ethical standards as the Chartered Financial Analyst® designation. A charterholder not only has the technical knowledge to make investment decisions but also adopts and is held to the highest ethical standards. A comprehensive, global view and up-to-date practical skills give these investment professionals the tools and deep understanding necessary to effectively analyze the risks and rewards of a variety of investment types, enabling them to address a client’s specific investment needs.

When one door closes another door opens; but we so often look so long and so regretfully upon the closed door, that we do not see the ones which open for us.
Alexander Graham Bell, Inventor of the Telephone