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Team photo

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Our advisors

Mark K Lear

CFP®, CRPC, AWMA®, APMA®, MPAS

Private Wealth Advisor

Business Financial Advisor
Learn more about Mark K Lear Visit Mark K Lear's website

Josh Garbert

RICP®

Financial Advisor

Learn more about Josh Garbert Visit Josh Garbert's website

Robert A McCuiston III

CRPC

Financial Advisor

Franchise Consultant
Learn more about Robert A McCuiston III Visit Robert A McCuiston III's website

Greg P Arthur

CRPC, CKA®

Private Wealth Advisor

Registered Principal
Learn more about Greg P Arthur Visit Greg P Arthur's website

Curtis Mark Casey

CFP®, RICP®, ChFC®, CLU®, APMA®, CLTC®

Financial Advisor

Franchise Owner
Learn more about Curtis Mark Casey Visit Curtis Mark Casey's website

David M Lyall

CFP®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER® practitioner
Learn more about David M Lyall Visit David M Lyall's website

Mike Wright

CFP®

Financial Advisor

Franchise Owner
Learn more about Mike Wright Visit Mike Wright's website


Our team

Jami Gaskin

Jami Gaskin

Client Service Manager

Sandi Carroll

Administrative Assistant