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

Advisor photo for Eric Fairbanks

Eric Fairbanks

CFP®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Eric Fairbanks's website
Advisor photo for William J Spieker

William J Spieker

Associate Financial Advisor

Visit William J Spieker's website


Team

Elizabeth L. Jones

Elizabeth L. Jones

Administrative Assistant

Stanley W. Brown

Stanley W. Brown

Financial Planning Assistant

Roles & Responsibilities

  • Office Management, Client Service Issues
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