Our advisors



Our team

Marisa Hampton

Marisa Hampton

Paraplanner,

Financial Planning Analyst

Roles & Responsibilities

  • Marisa's role as a Licensed Paraplanner is to assist our financial advisors in the financial planning workflow.
  • In her role she provides client relationship support through managing, gathering and analyzing client data, helping prepare preliminary financial plans and other client deliverables.
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Nicole Sargent

Nicole Sargent

Operations Manager,

Marketing Specialist

Roles & Responsibilities

  • Nicole assists our financial advisors and clients to complete various business processes.
  • Business processing includes: new account set up, money transfers, rollovers, estate settlements, beneficiary changes, and more.
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Sarah Hardman

Sarah Hardman

Receptionist,

Administrative Assistant

Roles & Responsibilities

  • Sarah provides administrative support by scheduling meetings, conducting check-in's, and answering client's questions.
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