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Meet the Team

Our History

Rick Lowe

Financial Advisor

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Our Values

David Burk

Financial Advisor

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Our Process

Sam Bogaczyk

Financial Advisor

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Our Resources

Mark R. Stein

Financial Advisor

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Our Support Team

Alwyn Ngo

Alwyn Ngo

Client Service Liaison

Bryan Pacuch

Bryan Pacuch

LPL Registered Financial Assistant

Christopher Bausback

Christopher Bausback

LPL Registered Financial Assistant to Wealth Advisor Catherine Bryant and Financial Advisor Rick Lowe

Johnny Medlin

Johnny Medlin

LPL Registered Financial Assistant to Wealth Advisor Jonah Kaufman

Justin Meservier

Justin Meservier

LPL Registered Financial Assistant to Financial Advisors David Burk and Sam Bogaczyk

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