Neil Cramer


Neil joined Intervest in April 2022.  Neil and his wife, Pam,...

Sarah O’Shea

Compliance Consultant

Coming soon.

Tim O’Brien

Vice President / Chief Compliance Officer

Tim joined Intervest in June of 2010 and has worked...

Linda O’Brien

Licensing Coordinator

Linda is our Licensing Coordinator. She has been with Intervest...

Kacey Watts

President / Chief Operating Officer / Financial and Operations Principal

Kacey is our Financial Principal and has been with Intervest...

David M. Smith, CFP®


Upon graduation from the United States Military Academy in 1971,...