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Team photo
Team photo

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Our advisors

Rex Baxter

CFP®, APMA®

Private Wealth Advisor

Managing Director
Learn more about Rex Baxter Visit Rex Baxter's website

Brandyn Smith

CFP®, APMA®

Financial Advisor

CERTIFIED FINANCIAL PLANNER® professional
Learn more about Brandyn Smith Visit Brandyn Smith's website

Patrick A Porter

Financial Advisor

Vice President
Learn more about Patrick A Porter Visit Patrick A Porter's website

Jake Ritter

APMA®

Financial Advisor

ACCREDITED PORTFOLIO MANAGEMENT ADVISOR™
Learn more about Jake Ritter Visit Jake Ritter's website


Our team

Holly Porter

Client Service Associate,

Client Relationship Specialist

Personal Intro

Holly has 10 years of client service experience and is a great addition to our team.

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Tanner Sampson

Registered Client Service Associate