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

J.W. Thomas II

CRPC, APMA, AWMA℠, AAMS, CMFA®, CMFC

Private Wealth Advisor

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

Donald Collett

CRPC

Financial Advisor

Chartered Retirement Planning Counselor™
Visit Donald Collett's website


Team

Anita Tyner

Anita Tyner

Client Service Manager

Randy Cleveland

Randy Cleveland

Financial Planning Specialist

Kaylee Thibault

Kaylee Thibault

Client Service Specialist

Tracy Walling-Bathgate

Tracy Walling-Bathgate

Client Service Specialist