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Strategic View Advisors Team

Edward Moyzes MAcc, CLU®, RICP®, CFP®

Financial Representative

Chris Hall CLU®, RICP®, CFP®

Head of Strategy

Mollie Kaiser MBA, CLU®, RICP®, CFP®

Private Wealth Advisor

Carol Bates CFP®

Private Wealth Advisor

Shanelle Sua CFP®, RICP®

Private Wealth Service Advisor

Natalie Sauer Rutledge CFP®, RICP®

Private Wealth Service Advisor

Daniel Lee Chory CFP®

Private Wealth Service Advisor

Kenny Cole CFP®

Private Wealth Service Advisor

Kennia Litteral

Service Coordinator

Jeff Hennings CFA®

Director of Investment Operations

Matthew Mac

Investment Operations Manager

Alessandra Di Monda

Operations Manager

Daniel Chow

Private Wealth Associate