880 Apollo Street
We believe our approach adds a broader perspective to all we do and focuses to provide increased benefits to our clients and their families.
Our team of financial professionals can help you address:
Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation. It is a rarity that we come across a situation which we have not already addressed in the past. Asset allocation does not ensure a profit or protect against a loss.
Managing Director & Founder
John is the Managing Director of Reef Wealth Management serving private investors, businesses, aerospace and technology employees as both an Accredited Investment Fiduciary® (AIF®) and Certified Wealth Strategist® (CWS®).
Wealth Advisor Assistant
Alex has three years of experience in the banking and financial services industry. Prior to joining LPL, he served as a financial advisor at Merrill Lynch, where he worked closely with high net worth individuals and small business...
Client Service Associate
Conrad has three years of experience in the banking and financial services industry. Prior to joining LPL, he served as a client service associate in a small family office where he managed the day to day operations.
Isabella Blake-Thomas is our Scheduler at Reef Wealth Management. She is a delight to have at the firm and supports the office by scheduling client appointments in addition to planning our special events. Born in the UK and raised in...
Sean supports the Reef Wealth Management team in growing our digital presence and staying in communication with our clients via social media and email. He has over 6 years of digital marketing experience.