With a solid foundation of teamwork, our practice draws on the skills and strengths of each member to achieve our collective goal of helping clients like you meet their financial goals. Together, we can help you feel more confident, connected and in control of your financial life.



Our advisors

David W McKean Jr

APMA

Private Wealth Advisor

Learn more about David W McKean Jr Visit David W McKean Jr's website


Our team

Donna Rogers

Donna Rogers

Client Service Manager

Miranda "Leigh" Burnside

Miranda "Leigh" Burnside

Assistant