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.



Our advisors

Advisor photo for Cathy Buchanan

Cathy Buchanan

CFP®, AAMS, CRPC, CEP®, APMA

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Cathy Buchanan Visit Cathy Buchanan's website
Advisor photo for Thomas Doggett

Thomas Doggett

BFA, AAMS, CRPC, APMA

Financial Advisor

Learn more about Thomas Doggett Visit Thomas Doggett's website


Our team

Megan Walker

Administrative Assistant