Meet
Our Team

Meet the talented individuals who make up our exceptional team.

David J. Dunn

President
Chief Investment Officer
CPWA®️ | CIMA®️

Martin Orton

Senior Vice President
Director of Operations
CFP®️

Kerri Dunn

Executive Vice President
Chief Operating Officer

Diane Reynolds

Vice President
CFP®️ | CPA

Evelyn Foo

Vice President of Business Development

Greg Linton

SENIOR ASSOCIATE​

Jolene Acosta

Officer Manager/Executive Assistant
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