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

Kerry Phelan

MBA, CFP®, APMA

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Learn more about Kerry Phelan Visit Kerry Phelan's website

Tyler Bates

CFP®, APMA

Associate Financial Advisor

Learn more about Tyler Bates Visit Tyler Bates's website


Our team

Celeste Oxendine

Celeste Oxendine

Client Service Manager

Sharon DeMatteo

Sharon DeMatteo

Client Concierge

Suzanne Eisenlohr

Suzanne Eisenlohr

Client Service Coordinator