Meet Our Team

A team of more than 100 years combined experience, we have been dedicated to building strong connections with our clients, taking pride in the relationship results that have emerged from our passion to helping you achieve your financial dreams.

Malik J. Khaliq, AAMS®, AWMA®, CRPS®

Executive Director
Private Wealth Financial Advisor
PIM Portfolio Manager

Jen Keel

Senior Registered Client Associate

Sarah Johnston

Senior Registered Client Associate

Stacy Anderson

Client Associate

Brandon Dorris

Registered Client Associate

Tina Gold

Senior Registered Client Associate