Our advisors

Burt Banks

CFP®

Private Wealth Advisor

Learn more about Burt Banks Visit Burt Banks's website

Neal Rhoney

CFP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Neal Rhoney Visit Neal Rhoney's website


Our team

Jaren Turner

Jaren Turner

Office Manager

Phina Thomas

Phina Thomas

Financial Planning Specialist,

Operations Specialist
Trinity Rogers

Trinity Rogers

Paraplanner

Nancy Piper

Nancy Piper

Client Relationship Manager,

Administrative Assistant

Stephanie Spencer

Client Service Specialist