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

Marques Bobo

Financial Advisor

Visit Marques Bobo's website

Stephen Carter

MBA, CFP®, ChFC®, CLU®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Stephen Carter's website

Rebecca Robinson

CFP®, ChFC®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Rebecca Robinson's website


Team

Angela Girouard

Angela Girouard

Office Manager

Michael Navarro

Client Service Coordinator