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

Jessica Walters

ChFC®, AIF®, CRPC, CRPS

Financial Advisor

Learn more about Jessica Walters Visit Jessica Walters's website

Kevin Bannon

CFP®, MSFS, ChFC®, CLU®, CASL®

Financial Advisor

President of Bannon and Associates
Learn more about Kevin Bannon Visit Kevin Bannon's website

Sarah Irwin

BFA, FPQP®

Financial Advisor

Learn more about Sarah Irwin Visit Sarah Irwin's website


Our team

Sharon Wehler

Sharon Wehler

Client Service Manager