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.

Team photo

Advisors

Advisor photo for James Thorpe

James Thorpe

CFP®, AWMA®

Private Wealth Advisor

Business Financial Advisor
Visit James Thorpe's website


Team

Samantha Granata

Samantha Granata

Financial Advisor

Dale Bender

Paraplanner

Kimari Harris

Administrative Assistant

Personal Intro

Kimari (or Kim) is our newest team member. She provides exceptional client service and holds key responsibilities including: scheduling and confirming appointments, meeting follow up tasks, scanning, and filing. Outside of the office Kimari enjoys reading and exercising.

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