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.



Our advisors

Jeffery S Adair

CFP®

Financial Advisor

Franchise Owner
Learn more about Jeffery S Adair Visit Jeffery S Adair's website

B Curtis Smith

CFP®, ChFC®, CLU®

Private Wealth Advisor

Franchise Owner
Learn more about B Curtis Smith Visit B Curtis Smith's website

C Mark Gurley

CFP®, ChFC®, CMFA®, CASL®, MBA

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Learn more about C Mark Gurley Visit C Mark Gurley's website

Jennifer Marie Gallant

CRPC, LUTCF®

Financial Advisor

Chartered Retirement Planning Counselor™
Learn more about Jennifer Marie Gallant Visit Jennifer Marie Gallant's website

Zachary Intermill

CFP®

Financial Advisor

Financial Planning Specialist
Learn more about Zachary Intermill Visit Zachary Intermill's website

D Kenton Lawler

CFP®

Associate Financial Advisor

Learn more about D Kenton Lawler Visit D Kenton Lawler's website


Our team

Ann Mills

Ann Mills

Client Service Manager

Mariko Hein

Mariko Hein

Office Manager

Tracey Edwards

Tracey Edwards

Marketing Manager,

Event Planner