With a solid foundation of teamwork, our practice draws on the skills and strengths of each member to achieve our collective goal of helping clients like you meet their financial goals. Together, we can help you feel more confident, connected and in control of your financial life.



Advisors

Katherine E Crow

CRPC, CLTC®

Private Wealth Advisor

Chartered Retirement Planning Counselor™
Visit Katherine E Crow's website


Team

Penny Gilbert

Penny Gilbert

Office Manager

Jennifer Williams

Jennifer Williams

Paraplanner

Bridgett Beasley

Bridgett Beasley

Financial Planning Specialist

James McNeal

James McNeal

Client Relationship Manager