Ryan Uszenski

Managing Director

(340) 344-1154

A veteran of the financial services industry, Ryan Uszenski has helped countless clients make more informed decisions about their wealth. Having worked for leading brokerage firms like UBS Financial Services and Merrill Lynch, Ryan...

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Clint Sorenson, CFA, CMT

Chief Investment Officer

He is passionate about helping advisors add scale to their investment approach Contributor to Forbes, Seeking Alpha, and other financial websites Current President of the CFA Society North Carolina Board Member of the Market...

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Brittany Thompson


(340) 998-2734

Serving on our Operations staff, Brittany Thompson works closely to ensure clients receive an unparalleled level of customer service. In addition to ensuring the operational efficiency of the firm, she helps us manage client accounts,...

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