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.

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Team photo

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Our advisors

Robyn Morton

CFP®, CEPA®, APMA, CRPC

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Robyn Morton Visit Robyn Morton's website

Kimberly Bourland

BFA, CRPC

Financial Advisor

Learn more about Kimberly Bourland Visit Kimberly Bourland's website

Scott Mulloy

CRPC

Financial Advisor

Learn more about Scott Mulloy Visit Scott Mulloy's website


Our team

Nick Hernandez

Nick Hernandez

Financial Planning Specialist

Terri Bogley

Terri Bogley

Financial Planning Assistant

Moira Montgomery

Moira Montgomery

Paraplanner

Michelle Morehead

Michelle Morehead

Investment Manager

Olivia Hunt

Olivia Hunt

Operations Manager