Our advisors

Jason Collier

CFP®, ChFC®, APMA

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Learn more about Jason Collier Visit Jason Collier's website

Travis Kell

CFP®, APMA

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Travis Kell Visit Travis Kell's website

Stephen Williams

CFP®, APMA

Financial Advisor

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

Stephen Tate

APMA

Financial Advisor

Learn more about Stephen Tate Visit Stephen Tate's website

Blair Perry

CFP®, APMA, CDFA®

Financial Advisor

Certified Divorce Financial Analyst
Learn more about Blair Perry Visit Blair Perry's website

Chalise R Westenskow

CFP®, APMA

Financial Advisor

Learn more about Chalise R Westenskow Visit Chalise R Westenskow's website

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