Stephen R. Stelljes

Stephen R. Stelljes

male
Stephen R. Stelljes, JD, CFP | Partner Managing Director of Colony Wealth Management Steve is the Managing Director of Colony Wealth Management,... More

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Adam A. Landa

Adam A. Landa

male
Mr. Landa has over 13 years of experience in investment banking, accounting and corporate finance. Most recently, Mr. Landa was a Partner at West... More

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Chris Lombardi

Chris Lombardi

(Loveland, co, United States)
Chris Lombardi - Vice President of Real Estate Chris Lombardi is Vice President of Real Estate and is responsible for all real estate activity... More

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Mark Palmerino

Mark Palmerino

male (Boston Area, ma, United States)
Mark H. Palmerino Senior Financial Consultant Mark H. Palmerino is a Senior Financial Consultant with CCR Wealth Management, LLC. He earned a... More

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Michelle Kedem

Michelle Kedem

female (New York, ny, United States)
Michelle Kedem With ten years experience in finance and business management, Michelle Kedem combines strong communication skills with deep... More

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Brad Grundy

Brad Grundy

male
Brad Grundy , Dogwood Intiative's Treasurer, is a Chartered Accountant and Certified Internal Auditor. Currently Brad is the Senior Financial... More

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Jack E. Payne

Jack E. Payne

male
Jack E. Payne , CFA is a Senior Financial Strategist and the firm�s Chief Investment Officer responsible for financial counseling services, in... More

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John Chalker

John Chalker

male
John Chalker is a long time San Diego County resident and an active member of the downtown business community. His experience in San Diego's... More

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Thomas L. Neilan

Thomas L. Neilan

male
Thomas L. Neilan Senior Financial Consultant Thomas L. Neilan is a Senior Financial Consultant with CCR Wealth Management, LLC and has more than... More

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