Our advisors

Mike Daugherty

CFP®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Mike Daugherty Visit Mike Daugherty's website

Scott Sieverts

CFP®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Scott Sieverts Visit Scott Sieverts's website


Our team

Kristina Weaver

Kristina Weaver

Client Service Specialist,

Administrative Assistant
Nancy Jo Ragon

Nancy Jo Ragon

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