We are a passionate and growing team with many years of skill sets in contract law, trust law, commercial law, equity, banking, accounting, information architecture, software development, and distributed ledger technology – very passionate about smoothing out the edges of the private wholesale financial industry.
David P. MacLucas
A results oriented leader with 20+ years of top tier independent business experience David can see ‘all the moving parts‘.
Dolores R. Lee
As the Treasury Exchange Treasurer in charge of the Treasury, for some reason, everyone seems to love Dolores.
With government super power training, Carol’s executive edge cuts through even the thickest excuses known to man!
Donald M. White
The family tradition of Trust Accounting continues for Don where Equity and Finance converge.
Jamil is your estate account professional for your on-boarding process.