Your Preserve Team

Blair duQuesnay, CFP® CFA®

Lead Advisor – The Preserve

Taylor Hollis, CFP® CFA®

Director of Family Office Services

Patrick Haley, CFP®

Sr. Portfolio Manager

Cameron Rufus, CFP®

Advisor

Alan Brockhaus, CFP®, ChFC®

Advisor

Erika Mauro

Director of Client Service – Family Office