Tonya brings over 25 years of experience in the financial services industry to her position at Family Fortune Financial. She’s our liaison between the SEC and company, working to ensure the best experience for our clients. She’s a proud Tullahoma native and she still calls it home today.
As Director of Business Development, Joe McQuaid is focused on finding new opportunities for clients in addition to leveraging resources for thought leadership. Together, these responsibilities position Joe at the forefront of the organization’s growth and evolution, and help Family Fortune Financial expand its reach and impact. McQuaid’s history with financial institutions Prudential, New York Life, and …
Pascal serves as the Outsourced Chief Market Strategist for Family Fortune Financial LLC, on behalf of SMArtX Advisory Solutions. Pascal is the Chief Investment Strategist at SMArtX Advisory Solutions and is responsible for managing SMArtX’s industry-leading OCIO products, practices, and services. He was previously was a senior financial analyst at Mercer Park LP, a family office focusing on the acquisition of alternative …
Erik began his financial services career while still in college at the University of California – Los Angeles. After training advisors and updating the financial interface and planning systems, he managed the Rolling Hills and Glendale, CA branches of a Morgan Stanley predecessor firm. He moved to Charleston to work at Wells Fargo Advisors as …
