Our advisors

Jack Evans

CFP®

Financial Advisor

Learn more about Jack Evans Visit Jack Evans's website

John Barrow

CDFA®

Associate Financial Advisor

Learn more about John Barrow Visit John Barrow's website

Ted Jackson

CFP®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Ted Jackson Visit Ted Jackson's website

Michael Ford

MBA, AAMS

Financial Advisor

Learn more about Michael Ford Visit Michael Ford's website

Nicole Pepper

Associate Financial Advisor

Financial Planning Specialist
Learn more about Nicole Pepper Visit Nicole Pepper's website


Our team

Rebekah Kennemer

Rebekah Kennemer

Client Relationship Manager

Sharon Fields

Office Manager