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Team photo
Team photo

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Our advisors

Mitchell Black

APMA, CRPC

Private Wealth Advisor

Managing Director
Learn more about Mitchell Black Visit Mitchell Black's website

Chad Davis

CFP®, BFA, CRPC, ChFC®, APMA, CMFA®

Private Wealth Advisor

Managing Director
Learn more about Chad Davis Visit Chad Davis's website

David Mehrer

CMFA®, CRPC, CKA®, APMA

Financial Advisor

Business Financial Advisor
Learn more about David Mehrer Visit David Mehrer's website

Alyssa Engelman

APMA

Financial Advisor

Associate Vice President
Learn more about Alyssa Engelman Visit Alyssa Engelman's website


Our team

Erin O'Brien, FPQP®

Erin O'Brien, FPQP®

Registered Client Service Associate

Qualifications

  • FPQP®, Financial Paraplanner Qualified Professional

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Heather Engelman

Heather Engelman

Client Service Associate

Tarren Bingham

Tarren Bingham

Registered Client Service Associate