Our advisors

Barry Shelley

CFP®, CLU®, ChFC®, CASL®, CKA®, MSFS

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Barry Shelley Visit Barry Shelley's website

Bradley Shelley

CFP®, ChFC®, CMFA®

Financial Advisor

Learn more about Bradley Shelley Visit Bradley Shelley's website

Alex Herman

Associate Financial Advisor

Learn more about Alex Herman Visit Alex Herman's website


Our team

Barbara A. Shelley

Administrative Assistant

Alex Herman

Paraplanner

Taylor Peddicord

Client Service Manager