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

Josh Carnes

CFP®, CRPC, CMFA®

Financial Advisor

Associate Vice President
Visit Josh Carnes's website

Jason Cork

Financial Advisor

Vice President
Visit Jason Cork's website

Joshua Cothran

CFP®

Financial Advisor

Managing Director
Visit Joshua Cothran's website

Patrick Cummings

CFP®, CRPC, CLU®, ChFC®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Patrick Cummings's website

Ray Deloteus

Financial Advisor

Vice President
Visit Ray Deloteus's website

Michael Sheehan

CFP®, CASL®, APMA

Financial Advisor

Managing Director
Visit Michael Sheehan's website

Jeff Waters

CFP®

Financial Advisor

Vice President
Visit Jeff Waters's website

John P Williamson

CRPC, CFS®

Financial Advisor

Associate Vice President
Visit John P Williamson's website

Jordan Plaster

CRPC, APMA

Private Wealth Advisor

Managing Director
Visit Jordan Plaster's website

Clark Scarvey

JD, AAMS, APMA

Financial Advisor

Managing Director
Visit Clark Scarvey's website

Harry Shumaker

AWMA℠, APMA

Financial Advisor

Visit Harry Shumaker's website

Bob Denning

Financial Advisor

Managing Director
Visit Bob Denning's website


Team

Charles Perry

Registered Client Service Associate