Our advisors

Advisor photo for Jason Collier

Jason Collier

CFP®, ChFC®, APMA

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Learn more about Jason Collier Visit Jason Collier's website
Advisor photo for Travis Kell

Travis Kell

CFP®, APMA

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Travis Kell Visit Travis Kell's website
Advisor photo for Stephen Williams

Stephen Williams

CFP®, APMA

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Learn more about Stephen Williams Visit Stephen Williams's website
Advisor photo for Stephen Tate

Stephen Tate

APMA

Financial Advisor

Learn more about Stephen Tate Visit Stephen Tate's website
Advisor photo for Blair Perry

Blair Perry

CFP®, APMA, CDFA®

Financial Advisor

Certified Divorce Financial Analyst
Learn more about Blair Perry Visit Blair Perry's website
Advisor photo for Chalise R Westenskow

Chalise R Westenskow

CFP®, APMA

Financial Advisor

Learn more about Chalise R Westenskow Visit Chalise R Westenskow's website
Advisor photo for Janet Williams

Janet Williams

CFP®, APMA

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Learn more about Janet Williams Visit Janet Williams's website


Our team

Michelle Vuksinick

Michelle Vuksinick

Client Relationship Manager

Tiffany Mounteer

Tiffany Mounteer

Client Service Manager,

Administrative Assistant

Qualifications

  • APMA

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Brooke DeMasters

Brooke DeMasters

Client Service Specialist