Our team is proud to provide a breadth of experience, specialized financial knowledge and elevated level of service to all our clients. We work together to serve your goals and help you meet your financial future with more confidence.

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Our advisors

Bradley L Shelman

ChFC®, CRPC

Private Wealth Advisor

Chartered Financial Consultant®
Learn more about Bradley L Shelman Visit Bradley L Shelman's website

Duane Lusson

MSFS, CFP®, ChFC®, CLU®

Private Wealth Advisor

Learn more about Duane Lusson Visit Duane Lusson's website

Devon Inman

CFP®, ChFC®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Learn more about Devon Inman Visit Devon Inman's website

Reed Mells

Financial Advisor

Business Development Specialist
Learn more about Reed Mells Visit Reed Mells's website


Our team

Angie Gast

Angie Gast

Client Service Manager

Jerrica Morgan

Jerrica Morgan

Client Relationship Manager,

Event Planner
Katelyn Romano

Katelyn Romano

Client Service Specialist

Kaylee Shelman

Kaylee Shelman

Financial Planning Assistant

Afton Bates

Afton Bates

Client Relationship Manager

Kellie Paris

Kellie Paris

Client Service Coordinator

Carol Meyers

Carol Meyers

Client Service Specialist

Tina Shelman

Tina Shelman

Assistant