Tenacity, knowledge, analytical skills, and passion for people have made her a culture leader and driving force behind creating an industry-leading team of advisors.

He is passionate about doing what is right for the client by leveraging technology to enhance their experience, integrate the entire view of a client’s financial life, and create collaboration beyond the balance sheet.

Colleen acts as liaison between clients and Lido’s vast array of innovative services and its differentiated approach to wealth management.

Courtney brings over 19 years of industry experience building and leading strategic relationships, integrating investment solutions to retail and institutional portfolios, and overseeing national distribution for asset and wealth management firms.

Jon works with high-net-worth individuals, families and businesses, and he finds joy in helping people reach their goals.

Louis offers unbiased, independent wealth planning solutions to high-net-worth individuals and families. He is focused on cultivating life-long relationships with his clients by focusing on excellence every day.

Works with families and business owners to align wealth with legacy, opportunity, and long-term security. Drawn to both strategy and markets, he focuses on holistic planning across investments, tax strategy, estate considerations, and generational wealth transfer. His approach centers on stewardship and trust – helping clients make informed decisions confidently, especially during periods of uncertainty.