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Team photo

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Our advisors

Matthew Truscott

CRPC

Financial Advisor

Managing Director
Learn more about Matthew Truscott Visit Matthew Truscott's website

Kerry Wate

CFA®

Financial Advisor

Managing Director
Learn more about Kerry Wate Visit Kerry Wate's website

Nick Hemphill

APMA®

Private Wealth Advisor

Managing Director
Learn more about Nick Hemphill Visit Nick Hemphill's website

Dawn M Williams

CFP®, CRPC

Financial Advisor

Vice President
Learn more about Dawn M Williams Visit Dawn M Williams's website


Our team

Marcie Green

Marcie Green

Registered Client Service Associate

Mia Shaban

Mia Shaban

Client Service Associate

Kevin Corder

Kevin Corder

Client Service Associate