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

Ryan Thompson

MBA, CFP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Learn more about Ryan Thompson Visit Ryan Thompson's website


Our team

Diane T Morgan

Diane T Morgan

Client Service Manager

Debra Haywood

Debra Haywood

Client Relationship Manager