Whether you’re saving to buy or remodel a home, invest in a second home, planning future travel, or simply meeting today’s needs while feeling more confident that you’ll be able to live the retirement you’ve worked hard for, having a sound strategy is key. Through personalized financial advice, investments and solution recommendations, as well as ongoing meetings and digital tools to track your progress, we can help you achieve your financial goals and adjust to whatever life brings.



Our advisors

Darrell Douglas

Darrell Douglas

CFP®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Darrell Douglas Visit Darrell Douglas's website
Susan Babina

Susan Babina

CFP®, CPA

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Susan Babina Visit Susan Babina's website
Brian Douglas

Brian Douglas

CFP®, CRPC®, ADPA®, APMA®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Brian Douglas Visit Brian Douglas's website
Julie W Terry

Julie W Terry

CFP®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Learn more about Julie W Terry Visit Julie W Terry's website
Andrew Tillett

Andrew Tillett

Financial Advisor

Learn more about Andrew Tillett Visit Andrew Tillett's website
Bruce Patteson

Bruce Patteson

AAMS®, AIF®

Financial Advisor

ACCREDITED ASSET MANAGEMENT SPECIALISTSM
Learn more about Bruce Patteson Visit Bruce Patteson's website
Bud Milligan

Bud Milligan

MBA, CRPC®

Financial Advisor

Learn more about Bud Milligan Visit Bud Milligan's website
Chris Brown

Chris Brown

CRPC®

Financial Advisor

Chartered Retirement Planning CounselorSM
Learn more about Chris Brown Visit Chris Brown's website
Greg Lemon

Greg Lemon

MBA

Financial Advisor

Learn more about Greg Lemon Visit Greg Lemon's website
Lee Elander

Lee Elander

Financial Advisor

Learn more about Lee Elander Visit Lee Elander's website
Marisa Simonetti

Marisa Simonetti

Financial Advisor

Learn more about Marisa Simonetti Visit Marisa Simonetti's website
Michael Lowell Turner

Michael Lowell Turner

CFP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Michael Lowell Turner Visit Michael Lowell Turner's website

Our team

Jason DouBrava

Jason DouBrava

Office Manager

Brad Thurber

Practice Manager

Britteney Goodman

Britteney Goodman

Business Development Director,

Marketing Manager
Angela Williams

Angela Williams

Client Service Specialist

Sue Redfern

Sue Redfern

Client Service Specialist

Judy Bennett

Judy Bennett

Client Relationship Manager

Kimberly Tatum-Davis

Kimberly Tatum-Davis

Client Relationship Manager

Diana Acosta

Diana Acosta

Client Relationship Manager

Denise Miller

Client Relationship Manager