With a solid foundation of teamwork, our practice draws on the skills and strengths of each member to achieve our collective goal of helping clients like you meet their financial goals. Together, we can help you feel more confident, connected and in control of your financial life.

close

Team photo
Team photo

View Larger


Our advisors

Scott Giles

CFP®

Private Wealth Advisor

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

Dawn Summers

CFP®, CPA

Financial Advisor

Learn more about Dawn Summers Visit Dawn Summers's website

Andrew Clarke

CFP®

Financial Advisor

Learn more about Andrew Clarke Visit Andrew Clarke's website

Ashley Craft

Associate Financial Advisor

Learn more about Ashley Craft Visit Ashley Craft's website


Our team

Sheila Thackston

Sheila Thackston

Client Service Specialist

Benjamin Terhune

Benjamin Terhune

Investment Specialist

Taylin Mast

Taylin Mast

Client Service Specialist