Our team is proud to provide a breadth of experience, specialized financial knowledge and elevated level of service to all our clients. We work together to serve your goals and help you meet your financial future with more confidence.



Advisors

Advisor photo for Bennett Whitlock

Bennett Whitlock

CRPC

Private Wealth Advisor

Chief Executive Officer of Whitlock Wealth
Visit Bennett Whitlock's website
Advisor photo for David Weinstein

David Weinstein

Financial Advisor

Visit David Weinstein's website
Advisor photo for Amante Decastro

Amante Decastro

CFP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Visit Amante Decastro's website
Advisor photo for Sung Lee

Sung Lee

CRPC

Financial Advisor

Chartered Retirement Planning Counselor™
Visit Sung Lee's website
Advisor photo for David Harrell

David Harrell

Financial Advisor

Investment Specialist
Visit David Harrell's website
Advisor photo for Shawn Thomas Franklin

Shawn Thomas Franklin

Financial Advisor

Investment Specialist
Visit Shawn Thomas Franklin's website
Advisor photo for Brian Shanley

Brian Shanley

Associate Financial Advisor

Financial Planning Specialist
Visit Brian Shanley's website
Advisor photo for Eric Olson

Eric Olson

Associate Financial Advisor

Visit Eric Olson's website
Advisor photo for Stephen A Colvin

Stephen A Colvin

CFP®

Associate Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Stephen A Colvin's website