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

Advisor photo for Ben Ankrum

Ben Ankrum

AAMS

Financial Advisor

ACCREDITED ASSET MANAGEMENT SPECIALIST™
Learn more about Ben Ankrum Visit Ben Ankrum's website
Advisor photo for Ed Ankrum

Ed Ankrum

Private Wealth Advisor

Learn more about Ed Ankrum Visit Ed Ankrum's website


Our team

Amy Long

Amy Long

Client Service Manager

Personal Intro

Amy has had many years dealing with the client experience and managing teams. We are pleased to have her on board and helping us continue to grow the experience for our current and new clients.

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Sue Ankrum

Sue Ankrum

Operations Specialist