Our Team

Devon has over 16 years of experience in the financial services industry in various roles and has worked closely with Lee for a number of years creating a successful partnership.

Devon consistently demonstrates genuine care, dedication, and knowledge when working with clients. As an Office Manager / Executive Assistant, Devon’s role will include managing client inquiries, scheduling and preparing for meetings, and running the day to day operations of the office. Her primary focus is to ensure that each client is well cared for.

Devon enjoys the outdoors, being active, and spending time with family and friends.