Our advisors

Richard La Rose

Richard La Rose

Private Wealth Advisor

Managing Partner
Learn more about Richard La Rose Visit Richard La Rose's website
Leslie R Carpenito

Leslie R Carpenito

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Leslie R Carpenito Visit Leslie R Carpenito's website
Jonathan Wood

Jonathan Wood

Financial Advisor

Managing Partner
Learn more about Jonathan Wood Visit Jonathan Wood's website
Robert Schinsky

Robert Schinsky

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Robert Schinsky Visit Robert Schinsky's website
Weslie Green

Weslie Green

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Weslie Green Visit Weslie Green's website
Ezra Amiss

Ezra Amiss

Financial Advisor

Learn more about Ezra Amiss Visit Ezra Amiss's website
Kelly M Barnes

Kelly M Barnes

Financial Advisor

Learn more about Kelly M Barnes Visit Kelly M Barnes's website
Justin Martin

Justin Martin

Financial Advisor

Business Financial Advisor
Learn more about Justin Martin Visit Justin Martin's website

Our team

Katie C. Clemens

Katie C. Clemens

Client Service Manager

Elizabeth T. LaRose

Elizabeth T. LaRose

Practice Manager

Autumn H. Redford

Autumn H. Redford

Marketing Consultant

C. Jason Pierce

C. Jason Pierce

Client Service Coordinator

Rebecca P. Whaley

Rebecca P. Whaley

Financial Planning Analyst

Nicole Lee Willoughby

Nicole Lee Willoughby

Financial Planning Analyst

Austin Hubbard

Austin Hubbard

Paraplanner

Amy Huff

Amy Huff

Client Service Manager

Erik Ott

Erik Ott

Financial Planning Analyst

Rene Newston

Rene Newston

Financial Planning Assistant

Jaymi Elswick

Jaymi Elswick

Paraplanner