Your goals guide everything we do, and our team approach helps us see them from every angle. By collaborating closely and sharing our experience, we strive to offer more thoughtful, well-rounded advice. The result? Clearer decisions, fewer blind spots and a financial plan that helps you move forward with confidence and a stronger sense of control.


Our advisors

Advisor photo for Clinton Elledge

Clinton Elledge

APMA®, CRPC

Financial Advisor

Learn more about Clinton Elledge
Advisor photo for Mark Elledge

Mark Elledge

CFP®, APMA®

Branch Manager

CERTIFIED FINANCIAL PLANNER® practitioner
Learn more about Mark Elledge


Our team

Morgan Griffith

Client Service Associate

Jennifer Addison

Jennifer Addison

Lead Registered Client Service Associate