Your goals guide everything we do, and our team approach helps us see them from every angle. By collaborating closely and sharing our experience, we strive to offer more thoughtful, well-rounded advice. The result? Clearer decisions, fewer blind spots and a financial plan that helps you move forward with confidence and a stronger sense of control.


Our advisors

Advisor photo for Joe M Harris

Joe M Harris

Financial Advisor

Happy Financial Services
Visit Joe M Harris's website
Advisor photo for Mark Bryant

Mark Bryant

Financial Advisor

Happy Investment Services
Visit Mark Bryant's website


Our team

Amanda Holland

Business Development Manager

Ana Marin

Client Service Associate

Peggy Reichneau

Client Service Associate