Our team is proud to provide a breadth of experience, specialized financial knowledge and elevated level of service to all our clients. We work together to serve your goals and help you meet your financial future with more confidence.



Our advisors

Advisor photo for Josh Baker

Josh Baker

CFP®

Financial Advisor

Managing Director
Learn more about Josh Baker
Advisor photo for Shane Phillips

Shane Phillips

APMA, CRPC, CEPA®

Financial Advisor

Managing Director
Learn more about Shane Phillips


Our team

Sara Zadegan

Sara Zadegan

Client Service Associate