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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Our advisors

Don Alderman

Financial Advisor

Managing Director
Learn more about Don Alderman Visit Don Alderman's website

Jamie O'Brien

APMA®

Branch Manager

Managing Director
Learn more about Jamie O'Brien Visit Jamie O'Brien's website

Scott Laney

APMA®

Private Wealth Advisor

Managing Director
Learn more about Scott Laney Visit Scott Laney's website

Brad Waite

APMA®

Associate Advisor

Learn more about Brad Waite Visit Brad Waite's website

Steven Breen

CFP®, CIMA®, CMFA®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Learn more about Steven Breen Visit Steven Breen's website


Our team

Britt Farr

Britt Farr

Client Service Associate

Qualifications

  • Columbia College, B.S. in Business Administration and Leadership, 1999

Roles & Responsibilities

  • Client Service
  • New Client Intake
  • Account Transfers/Rollovers
  • Money Movement
  • Scheduling
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Nicole V. Schleier

Nicole V. Schleier

Registered Client Service Associate

Qualifications

  • Charleston College, B.S. in Business Administration, 1998
  • Series 7
  • Series 63
  • Insurance License: Variable Life & Accident/Health

Roles & Responsibilities

  • Client Service
  • New Client Intake
  • Account Transfers/Rollovers
  • Money Movement
  • Scheduling
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