With a solid foundation of teamwork, our practice draws on the skills and strengths of each member to achieve our collective goal of helping clients like you meet their financial goals. Together, we can help you feel more confident, connected and in control of your financial life.

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Team photo

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Our advisors

Quinton Kimball

APMA®

Financial Advisor

Learn more about Quinton Kimball Visit Quinton Kimball's website

Jason F Husk

APMA®

Financial Advisor

Learn more about Jason F Husk Visit Jason F Husk's website

Trevor A Hoyt

RICP®, APMA®

Financial Advisor

Learn more about Trevor A Hoyt Visit Trevor A Hoyt's website


Our team

Daniel Simpson

Daniel Simpson

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ACCREDITED PORTFOLIO MANAGEMENT ADVISOR™

Personal Intro

Daniel’s Bio: I’ve been in the financial servicesindustry for more than 20 years now. While serving in the US Marine Corps, Icompleted a BBA in Finance. I then began working for TD Ameritrade at the tradingdesk. It was here that I gained my first experiences in understanding how themarkets work as well as trading stocks, mutual funds, and options. I later joined Actum Wealth Advisors(then Advanced Financial Planning). My

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Alicia Priest

Alicia Priest

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Isabella Mendoza-Perez

Isabella Mendoza-Perez

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