Our Leadership Team

With more than 100 years combined experience, our executive team members are passionate about providing best-in-class service and focusing on the unique needs of each client.

Jim King
Jim King
President and Chief Investment Officer
Terry Morris
Terry Morris
Managing Director of Equity Investments
Lee Pace
Lee Pace
Managing Director of Client Service & Development
Bill Fustos
Bill Fustos
Business and Industry Advisor
Kelley King Scott
Kelley King Scott
Director of Digital Experience

Ready To Get Started?

Contact us today to see how we can help you reach your financial goals.