Our advisors

Jim Everett

Jim Everett

CFP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Jim Everett Visit Jim Everett's website
Jenna Mitchell Everett

Jenna Mitchell Everett

CFP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Jenna Mitchell Everett Visit Jenna Mitchell Everett's website
David Brennan

David Brennan

Financial Advisor

Learn more about David Brennan Visit David Brennan's website
Jeff Neumann

Jeff Neumann

CFP®

Financial Advisor

Learn more about Jeff Neumann Visit Jeff Neumann's website
Scott Schalk

Scott Schalk

CFP®, MBA

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Scott Schalk Visit Scott Schalk's website

Our team

Patrice McCoy

Patrice McCoy

Office Manager

Krista Metzger

Krista Metzger

Administrative Assistant

Catherine Dowling

Catherine Dowling

Paraplanner,

Executive Assistant