Our advisors

Brandon Hayes

Brandon Hayes

CFP®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Learn more about Brandon Hayes Visit Brandon Hayes's website
Jay D Jacobs

Jay D Jacobs

CFP®, ChFC®

Private Wealth Advisor

Learn more about Jay D Jacobs Visit Jay D Jacobs's website
Mark Powers

Mark Powers

CFP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Mark Powers Visit Mark Powers's website
Ryan Hayes

Ryan Hayes

CRPC®, APMA®

Financial Advisor

ACCREDITED PORTFOLIO MANAGEMENT ADVISORSM
Learn more about Ryan Hayes Visit Ryan Hayes's website
Liz Alles

Liz Alles

CRPC®

Financial Advisor

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

Alice Hoover

Alice Hoover

Client Service Coordinator

Shelly Spain

Shelly Spain

Client Service Manager

Jennifer Fair

Jennifer Fair

Client Service Coordinator