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

Bill Maclin

CFP®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Bill Maclin's website

Brooke Pilant

Associate Financial Advisor

Visit Brooke Pilant's website

Colt Pierotti

MBA, APMA, CIMA®

Associate Financial Advisor

Certified Investment Management Analyst®
Visit Colt Pierotti's website


Team

Mariah Marlowe

Mariah Marlowe

Paraplanner,

Client Service Specialist
Rebecca Koontz Brown

Rebecca Koontz Brown

Paraplanner

Lisa Hodge

Lisa Hodge

Client Service Coordinator