Our advisors

Cathy Buchanan

Cathy Buchanan

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Cathy Buchanan Visit Cathy Buchanan's website
Thomas Doggett

Thomas Doggett

Financial Advisor

Learn more about Thomas Doggett Visit Thomas Doggett's website
Chad James

Chad James

Financial Advisor

Learn more about Chad James Visit Chad James's website

Our team

Enika Johnson

Enika Johnson

Client Relationship Manager,

Office Manager
Jeannette Tracy

Jeannette Tracy

Paraplanner

Qualifications

  • Series 7, Series 66, Group 1 licenses
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Megan Walker

Megan Walker

Administrative Assistant