Our people

The magic of Sanctuary is found in our people. Our professionals are skilled, experienced and committed to best serving each of our partner firms. They have credentials and training. But what distinguishes them is their dedication to supporting and celebrating each other’s success.

Leadership team

Founded and developed by a leadership team with vast experience across the wealth management spectrum, Sanctuary has been propelled by a singular vision to create a Partnered Independence model that optimizes advisors’ potential for success. These managers and their teams committed to helping everyone in our community thrive and they make themselves available to all.