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.



Our advisors

Advisor photo for Scott Giles

Scott Giles

CFP®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Scott Giles Visit Scott Giles's website
Advisor photo for Dawn Summers

Dawn Summers

CFP®, CPA

Financial Advisor

Learn more about Dawn Summers Visit Dawn Summers's website
Advisor photo for Andrew Clarke

Andrew Clarke

Associate Financial Advisor

Learn more about Andrew Clarke Visit Andrew Clarke's website


Our team

Sheila Thackston

Sheila Thackston

Client Service Specialist

Ashley Craft

Ashley Craft

Client Service Specialist

Kelsey Miller

Kelsey Miller

Client Service Specialist