Our team provides financial experience focused on you and your goals. Together, we offer a breadth of knowledge, specialized advice and ongoing dedication to exceptional service.



Our advisors

Tre Carruthers

CRPC, APMA

Private Wealth Advisor

Chartered Retirement Planning Counselor™
Learn more about Tre Carruthers

Winston T Trotter III

APMA

Financial Advisor

Investment Specialist
Learn more about Winston T Trotter III

Khadia Michel

CFP®, CRPC

Financial Advisor

Financial Planning Specialist
Learn more about Khadia Michel


Our team

Louisa Pena

Louisa Pena

Operations Director

Jackie Robinson

Client Relationship Manager