Our advisors

Melody Yr Graham

CFP®, JD

Associate Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Melody Yr Graham Visit Melody Yr Graham's website

Eric Abney

MBA, CFP®, CRPC

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Learn more about Eric Abney Visit Eric Abney's website


Our team

Marisa Santangelo

Marisa Santangelo

Paraplanner