Our advisors

Advisor photo for Robyn Morton

Robyn Morton

CFP®, CRPC, CEPA®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Robyn Morton Visit Robyn Morton's website
Advisor photo for Kimberly Bourland

Kimberly Bourland

BFA, CRPC

Financial Advisor

Learn more about Kimberly Bourland Visit Kimberly Bourland's website
Advisor photo for Scott Mulloy

Scott Mulloy

CRPC

Financial Advisor

Learn more about Scott Mulloy Visit Scott Mulloy's website


Our team

Nick Hernandez

Nick Hernandez

Financial Planning Specialist

Lindsay McLemore

Lindsay McLemore

Office Manager

Kadie Smith

Kadie Smith

Operations Specialist

Moira Montgomery

Paraplanner

Stephen Walters

Stephen Walters

Financial Planning Specialist