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

David Flanders

APMA

Financial Advisor

Managing Director
Learn more about David Flanders

Blake Flanders

CRPC, APMA

Financial Advisor

ACCREDITED PORTFOLIO MANAGEMENT ADVISOR™
Learn more about Blake Flanders

Douglas C Boggie

Financial Advisor

Learn more about Douglas C Boggie


Our team

Cindy Shedrick

Cindy Shedrick

Registered Client Service Associate