Your goals guide everything we do, and our team approach helps us see them from every angle. By collaborating closely and sharing our experience, we strive to offer more thoughtful, well-rounded advice. The result? Clearer decisions, fewer blind spots and a financial plan that helps you move forward with confidence and a stronger sense of control.

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Team photo for Intelity Wealth
Team photo for Intelity Wealth

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Our advisors

Advisor photo for Greg M Charnes II

Greg M Charnes II

CRPC, CFS®

Financial Advisor

Learn more about Greg M Charnes II Visit Greg M Charnes II's website
Advisor photo for Whit Smith

Whit Smith

CFP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER® practitioner
Learn more about Whit Smith Visit Whit Smith's website
Advisor photo for Bruce Shahan

Bruce Shahan

CFP®

Financial Advisor

Learn more about Bruce Shahan Visit Bruce Shahan's website


Our team

Denise Scott

Denise Scott

Client Service Specialist

April Hart

April Hart

Client Service Specialist

Terina Gray

Terina Gray

Administrative Assistant

Stephen Shahan

Stephen Shahan

Financial Planning Assistant

Brooke Barber

Brooke Barber

Client Service Coordinator