Managing your finances isn’t as overwhelming when you have the right team by your side. We take time to understand what matters most to you, then work together to provide clear advice and consistent support along the way. With a team approach, shared accountability helps keep things on track. Feel more confident, connected and in control of your financial future.

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Team photo

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Advisors

Advisor photo for John Grove

John Grove

CRPC

Private Wealth Advisor

Visit John Grove's website
Advisor photo for David W Kidd

David W Kidd

Financial Advisor

Visit David W Kidd's website


Team

David Daullary

David Daullary

Paraplanner

Aferdita Worley

Administrative Assistant

Roles & Responsibilities

  • Scheduling & Client Service
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