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

Darren P Summers

APMA

Financial Advisor

Associate Vice President
Learn more about Darren P Summers Visit Darren P Summers's website

Jack Ellis

APMA

Financial Advisor

Vice President
Learn more about Jack Ellis Visit Jack Ellis's website


Our team

Sheri Davis

Sheri Davis

Lead Client Service Associate,

Practice Manager

Rebekah RoyMorrow

Client Service Coordinator