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

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 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, APMA

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Learn more about James Johnson Visit James Johnson'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

Greg Smith

Greg Smith

Paraplanner

Tracey Edwards

Tracey Edwards

Client Service Manager

Angela Johnson

Angela Johnson

Event Planner

Carol Rodock

Carol Rodock

Client Service Coordinator

Deb George

Deb George

Client Service Coordinator

Jacob Lee

Jacob Lee

Client Service Specialist

Mary Marsh

Mary Marsh

Client Service Specialist