Our advisors

Advisor photo for Steve Hanley

Steve Hanley

MBA

Financial Advisor

Franchise Owner
Learn more about Steve Hanley Visit Steve Hanley's website
Advisor photo for Cindy Karns

Cindy Karns

CMFA®

Financial Advisor

Certified Military Financial Advisor®
Learn more about Cindy Karns Visit Cindy Karns's website
Advisor photo for Kelsey Lovett

Kelsey Lovett

CFP®, CEPA®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Learn more about Kelsey Lovett Visit Kelsey Lovett's website
Advisor photo for Samuel Vaughan

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