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.

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Our advisors

Brandon Hayes

CFP®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER® professional
Learn more about Brandon Hayes Visit Brandon Hayes's website

Jay D Jacobs

CFP®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER® practitioner
Learn more about Jay D Jacobs Visit Jay D Jacobs's website

Mark Powers

CFP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER® practitioner
Learn more about Mark Powers Visit Mark Powers's website

Karen Lively

CFP®, CRPC, AAMS®, APMA®

Financial Advisor

CERTIFIED FINANCIAL PLANNER® professional
Learn more about Karen Lively Visit Karen Lively's website

Liz Alles

CRPC, APMA®

Financial Advisor

Chartered Retirement Planning Counselor™
Learn more about Liz Alles Visit Liz Alles's website


Our team

Hema Vyas, CFP

Hema Vyas, CFP

Financial Planning Specialist

Benjamin L. Franz

Benjamin L. Franz

Investment Manager

Shelly Spain

Shelly Spain

Client Service Manager

Jennifer Fair

Jennifer Fair

Client Service Coordinator

Mackenzie Schmidt

Mackenzie Schmidt

Marketing Manager

Blake Pressler

Blake Pressler

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