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

Brian Osgood

CRPC, RICP®

Financial Advisor

Learn more about Brian Osgood Visit Brian Osgood's website

Christen Elicia Kiefer

Financial Advisor

Client Service Manager
Learn more about Christen Elicia Kiefer Visit Christen Elicia Kiefer's website

Laura Osgood

RICP®

Associate Financial Advisor

Learn more about Laura Osgood Visit Laura Osgood's website


Our team

Corry Kiefer

Corry Kiefer

Operations Director

Camber McDaniel

Camber McDaniel

Administrative Assistant

Linda Overly

Linda Overly

Client Service Specialist

Roby Phillips

Roby Phillips

Client Concierge