Your goals guide everything we do, and our team approach helps us see them from every angle. By collaborating closely and sharing our experience, we strive to offer more thoughtful, well-rounded advice. The result? Clearer decisions, fewer blind spots and a financial plan that helps you move forward with confidence and a stronger sense of control.


Advisors

Advisor photo for Carmen Lance

Carmen Lance

Financial Advisor

Visit Carmen Lance's website


Team

Gayle Horton

Gayle Horton

Paraplanner

Roles & Responsibilities

  • Stock Trades
  • Account Inquiries and Changes
  • Meeting Follow-up
  • Client Interactions
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Kim West Stiles

Office Manager

Roles & Responsibilities

  • Account Inquiries and Updates
  • Calendar Scheduling
  • Client Profile Updates
  • Account Contributions and Distributions
  • Advertising
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