Managing your finances isn’t as overwhelming when you have the right team by your side. We take time to understand what matters most to you, then work together to provide clear advice and consistent support along the way. With a team approach, shared accountability helps keep things on track. Feel more confident, connected and in control of your financial future.

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Team photo for Highview Advisor Group
Team photo for Highview Advisor Group

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Our advisors

Advisor photo for Jaime Goubeaux

Jaime Goubeaux

CFP®, BFA, CRPC, APMA®

Financial Advisor

CERTIFIED FINANCIAL PLANNER® practitioner
Learn more about Jaime Goubeaux Visit Jaime Goubeaux's website
Advisor photo for James Johnson

James Johnson

CFP®, BFA, CRPC, APMA®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER® professional
Learn more about James Johnson Visit James Johnson's website
Advisor photo for Stephen Daley

Stephen Daley

CRPC, APMA®

Financial Advisor

Chartered Retirement Planning Counselor™
Learn more about Stephen Daley Visit Stephen Daley's website
Advisor photo for Kevin Clark

Kevin Clark

CFP®, CIMA®

Financial Advisor

CERTIFIED FINANCIAL PLANNER® professional
Learn more about Kevin Clark Visit Kevin Clark's website


Our team

Courtney Moriarty

Courtney Moriarty

Paraplanner

Greg Smith

Greg Smith

Paraplanner

Angela Johnson

Angela Johnson

Event Planner

Jacob Lee

Jacob Lee

Client Service Specialist

Jill Derr

Jill Derr

Client Service Specialist

Angie Hartman

Angie Hartman

Client Service Specialist