Our team provides financial experience focused on you and your goals. Together, we offer a breadth of knowledge, specialized advice and ongoing dedication to exceptional service.



Our advisors

Steven D Jones

CFP®, CFS®, CRPC, APMA

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Steven D Jones Visit Steven D Jones's website

Douglas Bushue

CFP®, CPA, CFS®, APMA

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Douglas Bushue Visit Douglas Bushue's website

Courtney Oliveira

Associate Financial Advisor

Learn more about Courtney Oliveira Visit Courtney Oliveira's website

Craig Myers

MBA, CRPC, APMA

Financial Advisor

Chartered Retirement Planning Counselor™
Learn more about Craig Myers Visit Craig Myers's website

Justin Gann

CFP®, APMA, AWMA℠

Financial Advisor

Learn more about Justin Gann Visit Justin Gann's website

Tom Bami Ogunbiyi

APMA

Financial Advisor

ACCREDITED PORTFOLIO MANAGEMENT ADVISOR™
Learn more about Tom Bami Ogunbiyi Visit Tom Bami Ogunbiyi's website


Our team

Sharon Oliveria

Sharon Oliveria

Financial Planning Assistant

Gina Ciffarelli

Gina Ciffarelli

Financial Planning Assistant

Tabitha Worstell

Financial Planning Assistant