Our team is proud to provide a breadth of experience, specialized financial knowledge and elevated level of service to all our clients. We work together to serve your goals and help you meet your financial future with more confidence.



Our advisors

Lisa Brown

MBA, CPA

Financial Advisor

Practice Manager
Learn more about Lisa Brown Visit Lisa Brown's website

Kris Highfield

CFP®, CEP®

Private Wealth Advisor

Franchise Owner
Learn more about Kris Highfield Visit Kris Highfield's website

Joshua Vela

MBA, CFP®

Financial Advisor

Learn more about Joshua Vela Visit Joshua Vela's website


Our team

Theresa Smith

Client Service Coordinator,

Office Manager

Carrie Savage-Zimmerman

Marketing Specialist,

Client Service Coordinator