Serving Newport Beach

A Registered Investment Advisor Firm


Newport Beach, CA TEAM



Mark Copeland

Senior Partner
CFP®, AIF®

Michael Evans

Partner
CFP®, CMFC

Terence Da Cunha

Partner
CFP®, AIF®

Hampton C. Adams III

Financial Advisor
MBA

Jim Bray

Financial Advisor
CFP®

Bill Collopy

Advisor
CMFC, AIF

Chad Miller

Associate Advisor
AIF®

Paula Hart

Client Services Associate

Brian Schiazzano

Advisor

Shana Packard

Client Services Specialist

Stephanie Perkins

Client Services Manager

Natalie Rodgers

Registered Associate

Tailored to meet the unique needs of affluent individuals, institutions, and corporations






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