Our advisors

Our team

Diane S. Hughes

Diane S. Hughes

Business Development Manager

Jill S. Roberts

Jill S. Roberts

Marketing Manager,

Office Manager
Mikaela Spicer

Mikaela Spicer

Paraplanner

Elizabeth Yardley

Elizabeth Yardley

Financial Planning Assistant

Dori L. Wells

Dori L. Wells

Client Concierge

Ruthie Kennedy

Ruthie Kennedy

Administrative Assistant

Stacy Crawford

Stacy Crawford

Administrative Assistant

Morgan West

Morgan West

Administrative Assistant

Justin Nnabuife

Justin Nnabuife

Client Service Specialist