Our advisors

Robbin Duren

Robbin Duren

CFP®, ChFC®, CASL®, APMA®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Robbin Duren Visit Robbin Duren's website
Jessica Hensley

Jessica Hensley

CFP®, CRPC®, APMA®, AWMA®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Jessica Hensley Visit Jessica Hensley's website
James Tyson

James Tyson

Financial Advisor

Learn more about James Tyson Visit James Tyson's website

Our team

Lori Lesher

Lori Lesher

Practice Manager

Fran Jones

Fran Jones

Paraplanner,

Client Service Manager

Qualifications

  • Series 7, Series 66, Insurance and Annuity licenses
  • Over 15 years of financial services experience

Roles & Responsibilities

  • Transactions, trades and money movement
  • Relationship Management
  • Client Service
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