Our advisors

Jeff Gilbert

CRPC

Private Wealth Advisor

Franchise Owner
Learn more about Jeff Gilbert Visit Jeff Gilbert's website

Jason Gilbert

CRPC, APMA

Financial Advisor

Learn more about Jason Gilbert Visit Jason Gilbert's website

Shawn P McCoy

CFP®, MBA

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Learn more about Shawn P McCoy Visit Shawn P McCoy's website

Brad Johnson

CFP®, ChFC®, CRPC

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Learn more about Brad Johnson Visit Brad Johnson's website


Our team

Kaela Crane

Kaela Crane

Operations Manager

Lauren Jackson

Lauren Jackson

Client Service Specialist

Katherine Taylor

Katherine Taylor

Paraplanner,

Client Service Specialist