Alexandra Kinander, CFP

Alexandra Kinander, CFP®Financial Adviser Alexandra Kinander joined the firm in 2007. She started as a paraplanner and has been working as a financial adviser since she obtained her CERTIFIED FINANCIAL PLANNERTM designation in 2011. She is the firm’s in-house Health...

Kim Marques

Kim Marques BourneOperations Manager Kim Marques Bourne joined the team in November 2015 as the firm’s Client Service Manager. In 2021, Kim was promoted to Operations Manager, taking on firm-level responsibilities by supporting advisers with back office operations and...