Our advisors

Mark K Lear

CFP®, CRPC, AWMA℠, APMA

Financial Advisor

Business Financial Advisor
Learn more about Mark K Lear Visit Mark K Lear'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®, CLU®, RICP®, CLTC®, APMA, ChFC®

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

Joy Sims

Joy Sims

Paraplanner

Sandi Carroll

Administrative Assistant