Our team is proud to provide a breadth of experience, specialized financial knowledge and elevated level of service to all our clients. We work together to serve your goals and help you meet your financial future with more confidence.



Advisors

Maris Beigel

CFP®, CRPC, APMA

Financial Advisor

Visit Maris Beigel's website

J.W. Thomas II

CRPC, APMA, AWMA℠, AAMS, CMFA®, CMFC

Private Wealth Advisor

Certified Military Financial Advisor®
Visit J.W. Thomas II's website


Team

Anita Tyner

Anita Tyner

Client Service Manager

Steven "Randy" Cleveland

Steven "Randy" Cleveland

Paraplanner

Michelle Agee-Collett

Michelle Agee-Collett

Marketing Manager

Kaylee Thibault

Kaylee Thibault

Client Service Specialist

Tracy Walling-Bathgate

Tracy Walling-Bathgate

Client Service Specialist