Managing your finances isn’t as overwhelming when you have the right team by your side. We take time to understand what matters most to you, then work together to provide clear advice and consistent support along the way. With a team approach, shared accountability helps keep things on track. Feel more confident, connected and in control of your financial future.


Advisors

Advisor photo for Josh Carnes

Josh Carnes

CFP®, CRPC, CMFA®

Financial Advisor

Vice President
Visit Josh Carnes's website
Advisor photo for Joshua Cothran

Joshua Cothran

CFP®

Financial Advisor

Managing Director
Visit Joshua Cothran's website
Advisor photo for Patrick Cummings

Patrick Cummings

CFP®, CRPC, CLU®, ChFC®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER® practitioner
Visit Patrick Cummings's website
Advisor photo for Ray Deloteus

Ray Deloteus

Financial Advisor

Managing Director
Visit Ray Deloteus's website
Advisor photo for John P Williamson

John P Williamson

CRPC, CFS®

Financial Advisor

Associate Vice President
Visit John P Williamson's website
Advisor photo for Jordan Plaster

Jordan Plaster

CRPC, APMA®

Private Wealth Advisor

Managing Director
Visit Jordan Plaster's website
Advisor photo for Harry Shumaker

Harry Shumaker

AWMA®, APMA®

Financial Advisor

Vice President
Visit Harry Shumaker's website
Advisor photo for Bob Denning

Bob Denning

Financial Advisor

Managing Director
Visit Bob Denning's website
Advisor photo for Ramsey Reich

Ramsey Reich

JD

Financial Advisor

Associate Vice President
Visit Ramsey Reich's website
Advisor photo for Tim Donahue

Tim Donahue

Financial Advisor

Visit Tim Donahue's website


Team

Sharee Green

Sharee Green

Operations Leader