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.



Our advisors

Advisor photo for Jill D Williams Gilmore

Jill D Williams Gilmore

CFP®, MSFA

Private Wealth Advisor

Learn more about Jill D Williams Gilmore Visit Jill D Williams Gilmore's website
Advisor photo for Ryan Romines

Ryan Romines

CFP®, MSFA, CDFA®

Private Wealth Advisor

Learn more about Ryan Romines Visit Ryan Romines's website
Advisor photo for Philip Scarborough

Philip Scarborough

MBA, CFP®

Financial Advisor

Learn more about Philip Scarborough Visit Philip Scarborough's website
Advisor photo for Allegra Conklin

Allegra Conklin

Financial Advisor

Financial Planning Analyst
Learn more about Allegra Conklin Visit Allegra Conklin's website


Our team

Shannon McCutcheon

Shannon McCutcheon

Practice Manager

Roles & Responsibilities

  • Shannon manages our day to day business operations as well as overseeing staff, training, compliance, HR and marketing. She is available to assist clients and 3rd parties Monday through Friday.
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Savannah Keyser

Savannah Keyser

Client Service Coordinator

James Gilmore

James Gilmore

Financial Planning Analyst

Muriel Carter

Muriel Carter

Client Service Coordinator,

Client Concierge