OUR TEAM

Meet the team

Procyon’s veteran team of professionals works together to exceed client expectations. Our proactive, team-based service approach led by a single dedicated advisor emphasizes unparalleled service and in-depth personal planning. While we will tailor our advice to the specific needs of our clients, we’re also attuned to the unique challenges experienced by different niches, including retirement plan sponsors, employee benefit sponsors, doctors and business owners, LGBT/same-sex couples, female executives and not-for-profits.