Welcome Wooster Corthell Clients. We are honored to have you join the Procyon community. Read the full announcement

 

Our team

Our Team

Meet the team

Procyon’s team of experienced professionals provide exceptional service through a proactive, team-based approach led by a dedicated advisor. We customize advice to meet clients’ needs and are knowledgeable of the specific challenges faced by various niches, including retirement plans, employee benefits, doctors, business owners, family-owned and privately held companies, affluent families, and successful executives.

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Jeff Farrar

Jeff Farrar, CFP®, CIMA®, AIF®

Co-Founder and Partner
Executive Managing Director
Chief Operations Officer

Lou Gloria

Lou Gloria

Co-Founder and Partner
Managing Director

Chris Foster

Christopher E. Foster, CIMA®, CRPS®

Co-Founder and Partner
Executive Managing Director
President

Antonio Rodrigues

Partner
Chief Investment Officer

Michael Kelly, CFP®, MS

Partner, Private Wealth Advisor

James P. Diver, CFP®

Partner, Private Wealth Advisor

Jim Jeffery

Jim Jeffery, CFA®

Managing Director

Greg Matthews

Senior Vice President, Senior Private Wealth Advisor

Daniel Limmer, CFP®

Vice President, Private Wealth Advisor

Andy Leung, MBA, CFP®

Vice President
Private Wealth Advisor

Amber Kendrick, CPFA®, CRPS®

Vice President
Retirement Plan Consultant

Mark Rich

Mark Rich, CFA®, CFP®

Director of Investments

Thomas Leffel

Investment Analyst | Trader

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