Our advisors

Advisor photo for Mike Daugherty

Mike Daugherty

CFP®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Mike Daugherty Visit Mike Daugherty's website
Advisor photo for Scott Sieverts

Scott Sieverts

Private Wealth Advisor

Learn more about Scott Sieverts Visit Scott Sieverts's website
Advisor photo for Lynne Peters

Lynne Peters

CRPC

Financial Advisor

Learn more about Lynne Peters Visit Lynne Peters's website


Our team

Kristina Weaver

Kristina Weaver

Client Service Specialist,

Administrative Assistant
Nancy Jo Ragon

Nancy Jo Ragon

Paraplanner