Our advisors

Steve Hanley

MBA

Financial Advisor

Franchise Owner
Learn more about Steve Hanley Visit Steve Hanley's website

Cindy Karns

CMFA®, CRPC

Financial Advisor

Chartered Retirement Planning Counselor™
Learn more about Cindy Karns Visit Cindy Karns's website

Kelsey Lovett

CFP®, CEPA®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Learn more about Kelsey Lovett Visit Kelsey Lovett's website

Samuel Vaughan

Associate Financial Advisor

Learn more about Samuel Vaughan Visit Samuel Vaughan's website


Our team

Patricia P Waters

Patricia P Waters

Client Service Coordinator

Charlene DeVargas

Charlene DeVargas

Business Development Manager,

Client Service Coordinator

Qualifications

  • Series 7 Licensed

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Whitney Davis

Whitney Davis

Client Service Specialist

Julie Alexander

Julie Alexander

Client Service Specialist