Advisor Directory

Andrew Waugh

Financial Advisor

Micah Williams, CFP®

Senior Vice President - Financial Advisor

Senior Portfolio Manager - Portfolio Focus

Rushmore Wealth Management Group

Lori Keller

Senior Vice President - Financial Advisor

Senior Portfolio Manager - Portfolio Focus

David Hillard

Managing Director - Branch Director

Senior Portfolio Manager - Portfolio Focus

Hillard Wealth Solutions Group

James Clement

Senior Vice President - Financial Advisor

Senior Consulting Group

Clement Waugh Investment Services Group

Allen Canete, CMT®, CPM®

Senior Vice President - Financial Advisor

Senior Portfolio Manager - Portfolio Focus

Lisa Albers-Koppmann, AAMS®

Vice President - Financial Advisor

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