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

Advisor photo for John (JJ) Hughes

John (JJ) Hughes

BFA, CRPC, CKA®, APMA

Private Wealth Advisor

Certified Kingdom Advisor
Learn more about John (JJ) Hughes Visit John (JJ) Hughes's website
Advisor photo for Jennifer Daffron

Jennifer Daffron

CRPC, AAMS, BFA

Financial Advisor

Learn more about Jennifer Daffron Visit Jennifer Daffron's website
Advisor photo for Marc Hall

Marc Hall

CKA®, RICP®, APMA, BFA

Financial Advisor

Certified Kingdom Advisor
Learn more about Marc Hall Visit Marc Hall's website
Advisor photo for Steve Clark

Steve Clark

CRC®, APMA

Financial Advisor

ACCREDITED PORTFOLIO MANAGEMENT ADVISOR™
Learn more about Steve Clark Visit Steve Clark's website
Advisor photo for Bradley Bosenberg

Bradley Bosenberg

CFP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Learn more about Bradley Bosenberg Visit Bradley Bosenberg's website
Advisor photo for Jerry Carden

Jerry Carden

CFP®, CPA, PFS, CRPS

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Jerry Carden Visit Jerry Carden's website
Advisor photo for Zach Estes

Zach Estes

MBA, CFP®

Financial Advisor

Learn more about Zach Estes Visit Zach Estes's website


Our team

Lisa Johnson

Lisa Johnson

Client Service Manager

Barbara Helms

Barbara Helms

Client Relationship Manager

Jessi Thomas

Jessi Thomas

Operations Manager

Stephanie Davidson

Stephanie Davidson

Client Service Specialist