Our multi-generational practice is built on a foundation of integrity, exceptional service, and transparency. We help individuals and organizations gain clarity and confidence in their financial situation. Through our ability to adapt to each client and provide a tailored personalized experience, we enable our clients to achieve their financial and personal goals.

close

Team photo
Team photo

View Larger


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®, APMA®

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

Bradley Corn

Financial Advisor

Financial Planning Analyst
Learn more about Bradley Corn Visit Bradley Corn's website

Timothy Chiochios

CFP®

Financial Advisor

Learn more about Timothy Chiochios Visit Timothy Chiochios's website


Our team

Max Morris, APMA™

Max Morris, APMA™

Paraplanner

Qualifications

  • APMA™

View more
James Orchard

James Orchard

Paraplanner

Amee Kam

Amee Kam

Client Service Specialist

Roles & Responsibilities

  • Scheduler
View more
Jana Mayer

Jana Mayer

Client Service Specialist

Salma Macias

Salma Macias

Client Service Specialist,

Marketing Coordinator
Madilynn Pettit

Madilynn Pettit

Client Service Specialist

Jack Pettit

Jack Pettit

Financial Planning Specialist

Noah Thompson

Noah Thompson

Client Service Specialist

Lilly Arancillo

Lilly Arancillo

Client Service Coordinator

Sarah Dutcher

Sarah Dutcher

Client Service Specialist

Melissa Dinatale

Melissa Dinatale

Paraplanner

Lauren Baker

Lauren Baker

Client Service Specialist,

Training & Development Manager
Lexi Jamerson

Lexi Jamerson

Client Service Specialist

Cheryl Foley

Cheryl Foley

Administrative Assistant

Lucy Underwood

Lucy Underwood

Client Service Specialist

Melissa Campbell

Melissa Campbell

Client Service Coordinator

Roles & Responsibilities

  • Scheduler
View more