Our advisors

Michael Pettit

JD, CFP®, CFA®

Private Wealth Advisor

Learn more about Michael Pettit Visit Michael Pettit's website

Aaron P Karr

CRPS, AIF®

Financial Advisor

Accredited Investment Fiduciary®
Learn more about Aaron P Karr Visit Aaron P Karr's website

Robert S Bjekich

CFP®

Financial Advisor

Learn more about Robert S Bjekich Visit Robert S Bjekich's website

Kenneth Charles

CRPC, AAMS

Financial Advisor

Learn more about Kenneth Charles Visit Kenneth Charles's website

Joe Canale

CFS®

Financial Advisor

Learn more about Joe Canale Visit Joe Canale's website

Eric Graves

CFP®

Financial Advisor

Learn more about Eric Graves Visit Eric Graves's website

Jay F Rizk

AIF®

Financial Advisor

Learn more about Jay F Rizk Visit Jay F Rizk's website

Jeffrey A Ringholm

APMA, CRPC

Financial Advisor

Chartered Retirement Planning Counselor™
Learn more about Jeffrey A Ringholm Visit Jeffrey A Ringholm's website

Alan Foley

CFP®, ChFC®, CLU®

Financial Advisor

Business Financial Advisor
Learn more about Alan Foley Visit Alan Foley's website

Daniel Mauldin

AAMS, APMA

Financial Advisor

ACCREDITED PORTFOLIO MANAGEMENT ADVISOR™
Learn more about Daniel Mauldin Visit Daniel Mauldin's website

Brett W Meyer

CRPC

Financial Advisor

Franchise Owner
Learn more about Brett W Meyer Visit Brett W Meyer's website

Allen Lipscomb

CRPC

Financial Advisor

Learn more about Allen Lipscomb Visit Allen Lipscomb's website


Our team

Luisa Varela

Luisa Varela

Operations Director

Jana Mayer

Jana Mayer

Client Service Specialist

Amee Kam

Amee Kam

Client Service Specialist

Will Osen

Will Osen

Client Service Specialist

Max Morris

Max Morris

Client Service Specialist

Salma Macias

Salma Macias

Client Service Coordinator

Jack Pettit

Jack Pettit

Intern

Melissa Dinatale

Melissa Dinatale

Client Service Specialist

Lauren Baker

Lauren Baker

Client Service Specialist

Lexi Jamerson

Lexi Jamerson

Client Service Specialist

Cheryl Foley

Cheryl Foley

Administrative Assistant

Raymond DiGiuseppe

Raymond DiGiuseppe

Paraplanner

Bradley Corn

Client Service Specialist