Our team provides financial experience focused on you and your goals. Together, we offer a breadth of knowledge, specialized advice and ongoing dedication to exceptional service.



Our advisors

Jennifer Ibarguen

CRPC, APMA, RFC®

Private Wealth Advisor

Managing Director
Learn more about Jennifer Ibarguen Visit Jennifer Ibarguen's website

Jeffery Malcolm Davis

Financial Advisor

Managing Director
Learn more about Jeffery Malcolm Davis Visit Jeffery Malcolm Davis's website

Matt Gunnip

CIMA®

Financial Advisor

Managing Director
Learn more about Matt Gunnip Visit Matt Gunnip's website

Mike DiPasquale

MBA, CRPC, APMA

Registered Practice Associate

Learn more about Mike DiPasquale Visit Mike DiPasquale's website

Monica Smith

Registered Practice Associate

Learn more about Monica Smith Visit Monica Smith's website


Our team

Rayeann L Ison

Rayeann L Ison

Registered Client Service Associate,

Client Relationship Specialist