Matthew’s primary focus is trading, managing client requests and assisting in the day-to-day operations.

Richard Hugg serves as the Trust Coordinator for Precision Financial Services. Richard’s specialized knowledge and experience with planning, establishing, and administering trusts as well as settling estates are valuable resources to our high-net-worth and institutional clients.

Guillermo Aguilar is a Research Analyst at Precision Financial Services, where he constructs and evaluates investment portfolios and performs securities research for the firm.

Carolina Corona returned as a Client Service Specialist with Precision Financial Services where she facilitates client requests, including money movement and transfers.

LaurieAnn LeComte works with our Precision Financial Services team as Office Manager. In that role, LaurieAnn manages the administration of the office and works closely with our clients to provide them with the highest level of customer service.