With over 60 years of combined industry experience, we have helped our clients navigate the highs and lows of the financial markets. By simplifying the complexities of wealth management and financial planning, and helping them understand their options, we help our clients have more confidence about their financial goals.


We accomplish this by providing clarity, guidance, and personalized service that addresses our clients’ short-term needs while providing ongoing advice that helps keep our clients on track toward their goals.


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, APMA, CMFA®

Private Wealth Advisor

Vice President
Learn more about Chad Davis Visit Chad Davis's website

David Mehrer

CMFA®, CRPC, APMA

Financial Advisor

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

Alyssa Engelman

APMA

Financial Advisor

Learn more about Alyssa Engelman Visit Alyssa Engelman's website

Scott Welch

APMA

Financial Advisor

Learn more about Scott Welch Visit Scott Welch's website

Amy Beery

Registered Practice Associate

Learn more about Amy Beery Visit Amy Beery's website


Our team

Erin O'Brien, FPQP®

Erin O'Brien, FPQP®

Registered Client Service Associate

Heather Engelman

Heather Engelman

Client Service Associate