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MEET THE FIDUCIARY GROUP

INVESTMENT MANAGEMENT TEAM

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MALCOLM BUTLER, JD

President and CEO
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JOEL GOODMAN, CFA

Chief Investment Officer
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SCOTT McGHIE, CFA, CPA

Director of Portfolio Management
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JULIA BUTLER, CFP®, JD, MBA, CFEI

Chief Retirement and Planning Officer
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MICHAEL McLEOD, CFP®

Senior Wealth Advisor & Director of Financial Planning
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ALEX MORRIS, CFA, MBA

Research Analyst
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JARED HAMMERS, CFA

Research Analyst
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ERNESTO MONTES

Associate Investment Advisor

OPERATIONS TEAM

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SHANON ROYAL, CPA, IACCP®

Chief Compliance Officer & Finance Director
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BRENDAN FLAHERTY

Director of Operations

CLIENT SERVICES TEAM

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DEBRA BRAGG

Client Services Associate
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JEAN WALZ

Client Services Associate
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BESS BUTLER

Client Services Associate
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CAREY SCHWARTZBURT

Visual Communications Manager & Client Services Associate

TFG PUPS

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MALLEY

Chief Morale Officer
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STELLA

TFG Sentry