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

Brian Strawn

CFP®, CRPC, APMA

Financial Advisor

Business Financial Advisor
Visit Brian Strawn's website


Team

Bailey Price

Bailey Price

Client Service Coordinator

Roles & Responsibilities

  • Client service needs
  • Appointment scheduling
  • Events coordinator
View more