Our advisors

Christopher Hall

Christopher Hall

MBA

Financial Advisor

Franchise Owner
Learn more about Christopher Hall Visit Christopher Hall's website
Travis Pratt

Travis Pratt

CFP®, CRPC®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Travis Pratt Visit Travis Pratt's website
Eric Ingmire

Eric Ingmire

Financial Advisor

Learn more about Eric Ingmire Visit Eric Ingmire's website

Our team

Molly Scoles

Molly Scoles

Financial Planning Assistant

Sharon Lassen

Sharon Lassen

Financial Planning Specialist

Carol Buss

Carol Buss

Operations Specialist,

Client Service Specialist
Kaylee McBride

Kaylee McBride

Client Service Coordinator,

Marketing Manager