fbpx

TEAM

Our Team

“You can design and create, and build the most wonderful place in the world. But it takes people to make the dream a reality.” – Walt Disney

Administrative Assistant

Helps with operational support.

Paperwork, scheduling and information gathering.

Kyle Newell

Financial Planner

Provides financial planning and investment advice.

Full bio here.

Investment Analyst

Helps with investment research in backstage role.

CFA Charterholder and over 20 years of experience