Associates

• Denis Poljak

  Ph.D., CPM®, CIMA®, CFP®
  PARTNER
  MANAGING DIRECTOR
  WEALTH MANAGER

• Davor Poljak

  MBA, CPM®
  PARTNER
  MANAGING DIRECTOR
  WEALTH MANAGER

• Tomislav “Tommy” Poljak

  PARTNER
  VICE PRESIDENT
  SENIOR CLIENT ADMINISTRATIVE MANAGER

• Jason L. Adams

  MBA
  PARTNER
  VICE PRESIDENT
  CLIENT RELATIONSHIP MANAGER

• Scott E. Salvail

  PARTNER
  VICE PRESIDENT
  WEALTH & PORTFOLIO SPECIALIST
  
  

• Joseph P. Fell

  MBA
  PARTNER
  VICE PRESIDENT
  WEALTH & PORTFOLIO SPECIALIST

• John W. Simpson

  PARTNER
  VICE PRESIDENT
  WEALTH & PORTFOLIO SPECIALIST
  
  

• Ryan L. Yarbrough

  PARTNER
  VICE PRESIDENT
  REGISTERED CLIENT ADMINISTRATIVE MANAGER