Our team is proud to provide a breadth of experience, specialized financial knowledge and elevated level of service to all our clients. We work together to serve your goals and help you meet your financial future with more confidence.



Our advisors

Jeffrey Allen Santos

CFP®, CRPC

Branch Manager

Associate Vice President
Learn more about Jeffrey Allen Santos Visit Jeffrey Allen Santos's website

Keith Ronald Davis

CFP®

Private Wealth Advisor

Managing Director
Learn more about Keith Ronald Davis Visit Keith Ronald Davis's website


Our team

Kayla LeVan

Client Service Associate