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.



Our advisors

R Christopher Damon

CFP®, CRPC, AWMA℠, AAMS

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Learn more about R Christopher Damon Visit R Christopher Damon's website

Bartley C Damon

APMA, CRPC

Financial Advisor

ACCREDITED PORTFOLIO MANAGEMENT ADVISOR™
Learn more about Bartley C Damon Visit Bartley C Damon's website

Erica Damon

MBA

Financial Advisor

Learn more about Erica Damon Visit Erica Damon's website


Our team

Debra Flint

Debra Flint

Registered Client Service Associate