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

Brian Lake

Financial Advisor

Franchise Owner
Learn more about Brian Lake Visit Brian Lake's website

Jason Clemens

CFP®, CRPC, APMA

Private Wealth Advisor

Franchise Owner
Learn more about Jason Clemens Visit Jason Clemens's website


Our team

Amber Rector

Amber Rector

Operations Specialist

Qualifications

  • 25 years Customer Service experience
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Elaine Patterson

Elaine Patterson

Receptionist