Our advisors

Grant Stewart

Grant Stewart

Financial Advisor

Learn more about Grant Stewart Visit Grant Stewart's website
Mikeal D Davis

Mikeal D Davis

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Mikeal D Davis Visit Mikeal D Davis's website
Adam Feik

Adam Feik

Associate Financial Advisor

Learn more about Adam Feik Visit Adam Feik's website

Our team

Nancie Ryan

Nancie Ryan

Client Service Specialist,

Administrative Assistant

Personal Intro

Nancie is a problem solving client advocate who takes a spirit of hospitality and assistance with her each day. She loves getting to interact on the phone with our clients and is crucial in the behind the scenes work on our team. Outside of the office, Nancie is very active and loves horseback riding and even rides competitively.

Roles & Responsibilities

  • Client Support
  • Schedules Client Meetings
  • Form Generation and Processing
View more
Linda Linder

Linda Linder

Client Service Manager,

Administrative Assistant