Team

Gregory Syrios CFP®, CIMA®

Founder, Managing Director
Portfolio Manager

(858) 333-6220

greg@syrioswmg.com

Beverly Patton

Senior Client Relationship Manager

(858) 333-6217

bev@syrioswmg.com

Kimberly Roberts

Chief Compliance Officer
Operations Analyst

(858) 333-6218

kim@syrioswmg.com