Executive Team Members

Kevin Simpson

Chief Investment Officer/Founder

Josh Smith

Lead Portfolio Manager

Brian Bruneau

Chief Operating Officer

Jodi Phillips

Director of Operations & Client Services

Charles Sauer

Director of Internal Sales

Ryland Mathews

Associate Trader

Yerania Barrios

Executive Administrative Assistant


External Team Members

Josh Miller

M.D. - Southeast

(239) 404-­0890

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Ken Coffman

M.D. - Institutional Sales

(239) 431-­3517

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Kent Elwell, CRPC©

M.D. - Middle Atlantic

(239) 431-­3486

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