With a solid foundation of teamwork, our practice draws on the skills and strengths of each member to achieve our collective goal of helping clients like you meet their financial goals. Together, we can help you feel more confident, connected and in control of your financial life.



Our advisors

Advisor photo for Shaun Spaid

Shaun Spaid

CFP®, MBA, CRPC

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Shaun Spaid
Advisor photo for Erika Heredia Link

Erika Heredia Link

CFP®, CRPC, APMA

Financial Advisor

Learn more about Erika Heredia Link


Our team

Jamea Jackson

Jamea Jackson

Client Service Associate