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.


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Team photo

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Advisors

Nathan Bryan

Financial Advisor

Managing Director
Visit Nathan Bryan's website

Meig-An York-Gregory

CRPC

Associate Advisor

Visit Meig-An York-Gregory's website