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.


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Advisors

Advisor photo for John Grove

John Grove

Private Wealth Advisor

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

David W Kidd

CFP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit David W Kidd's website


Team

David Daullary

David Daullary

Paraplanner

Damaris Millard

Administrative Assistant

Roles & Responsibilities

  • Scheduling & Client Service
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