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.

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Our advisors

Neil Walters

CFP®, AAMS®

Private Wealth Advisor

Chief Executive Officer of ArchPoint Wealth Advisors
Learn more about Neil Walters Visit Neil Walters's website

Trent LaMonica

CFP®, APMA®

Financial Advisor

Learn more about Trent LaMonica Visit Trent LaMonica's website

Jared Barnes

Associate Financial Advisor

Learn more about Jared Barnes Visit Jared Barnes's website

Laura Mitchell

Associate Financial Advisor

Practice Manager
Learn more about Laura Mitchell Visit Laura Mitchell's website


Our team

Michelle Walters

Michelle Walters

Marketing Director,

Event Planner
Kelly Putnam

Kelly Putnam

Client Service Coordinator