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.



Our advisors

Margaret Graff

CFP®, ChFC®, CLU®, APMA, CAP®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Margaret Graff Visit Margaret Graff's website

Austin Oman

APMA, AWMA℠, BFA

Financial Advisor

ACCREDITED PORTFOLIO MANAGEMENT ADVISOR™
Learn more about Austin Oman Visit Austin Oman's website

Walter Eaves

CFP®, AWMA℠

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Walter Eaves Visit Walter Eaves's website


Our team

Ann McColl

Ann McColl

Operations Manager

Qualifications

  • Master of Labor and Industrial Relations, Michigan State University
  • Bachelor of Journalism, University of Georgia
  • SHRM-CP (Society for Human Resource Management - Certified Professional)

Roles & Responsibilities

  • Office operations, client service
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Adam An

Adam An

Client Service Specialist,

Financial Planning Assistant

Qualifications

  • MBA with emphasis in Finance, Grand Canyon University
  • BS in Business Administration with emphasis in Financial Analysis, University at Buffalo

Roles & Responsibilities

  • Collect and analyze data for financial analyses and reviews
  • Assist advisors in preparing preliminary financial plans
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Beth Mason

Beth Mason

Client Service Specialist

Qualifications

  • J.D. Washington University School of Law

  • Bachelor of Arts, University of California, Berkeley

Roles & Responsibilities

  • Revolve client service issues
  • Administrative support of practice
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