Meet Our Experts

EXPERTS

Meet Our Experts

Discover the brilliant minds that power our network. Meet the skilled professionals who don't just sponsor us, but shape us.
They’re more than our sponsors; they’re your potential mentors and collaborators.
Reach out, connect, and let their expertise guide your journey to professional success.

Kerri Latchman

Senior Financial Planning Associate

Kerri provides Total Wealth Planning for high-net-worth and ultra-high net-worth professionals, family business owners, entrepreneurs and retirees, ensuring their investment portfolios align with their multi-faceted goals.

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Michelle Heaphy

High Net Worth Banking Advisor

As a Private Banking Director and Team Lead, Michelle is responsible for managing our clients’ credit requirements and overseeing the delivery of their day-to-day banking needs.

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