Our advisors

Sam Thornal II

Sam Thornal II

Private Wealth Advisor

Learn more about Sam Thornal II
Andrew G Douthit

Andrew G Douthit

Financial Advisor

Learn more about Andrew G Douthit
Herbert J Poledna III

Herbert J Poledna III

Financial Advisor

Learn more about Herbert J Poledna III

Our team

Beth Coffman

Beth Coffman

Client Concierge,

Client Service Manager
Becky Pullum

Becky Pullum

Financial Planning Specialist,

Operations Specialist
Shanna Miller

Shanna Miller

Client Concierge,

Client Service Specialist