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.



Our advisors

Burt Banks

CFP®

Private Wealth Advisor

Learn more about Burt Banks Visit Burt Banks's website

Neal Rhoney

CFP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Neal Rhoney Visit Neal Rhoney's website


Our team

Jaren Turner

Jaren Turner

Office Manager

Phina Thomas

Phina Thomas

Financial Planning Specialist,

Operations Specialist
Trinity Rogers

Trinity Rogers

Paraplanner

Nancy Piper

Nancy Piper

Client Relationship Manager

Tate Smith

Tate Smith

Intern

Qualifications

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