Through thoughtful and objective planning, Mike has established himself as a close advisor to his business and individual clients. As a CERTIFIED FINANCIAL PLANNER™ Professional
Jeff is client focused with specific emphasis in the areas of retirement income planning, wealth transfer, and overall client portfolio management.
Amanda Bryant is the Operations Manager at U Advisors. Amanda joined our team in 2016. She works closely with our advisors and staff professionals in a partnership to maintain a strong culture of compliance to regulatory policies.
Anne Hines is an Administrative Assistant at U Advisors. Anne has a background in marketing, office coordination and customer service. Bringing to the team a strong work ethic, she assists the team in all functions necessary to ensure...
As the Portfolio Manager at U Advisors, Jon is responsible for investment research, manager due diligence, and portfolio monitoring of our advisory models. Jon utilizes various quantitative...