Our team provides financial experience focused on you and your goals. Together, we offer a breadth of knowledge, specialized advice and ongoing dedication to exceptional service.


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Advisors

Advisor photo for Mark Tapp

Mark Tapp

CFP®, CMFA®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Mark Tapp's website
Advisor photo for Josh Smith

Josh Smith

CRPC

Financial Advisor

Chartered Retirement Planning Counselor™
Visit Josh Smith's website


Team

Katelyn Fox

Katelyn Fox

Client Service Coordinator