Our team provides financial experience focused on you and your goals. Together, we offer a breadth of knowledge, specialized advice and ongoing dedication to exceptional service.



Advisors

Brandon Harris

Financial Advisor

Associate Vice President
Visit Brandon Harris's website

Jeffrey Allen Santos

CFP®, CRPC

Branch Manager

Associate Vice President
Visit Jeffrey Allen Santos's website


Team

Carly McGraw

Carly McGraw

Operations Leader

Jennifer Judd

Jennifer Judd

Client Service Specialist