Our advisors

Advisor photo for Joseph Brown

Joseph Brown

CFP®, BFA, APMA, CEPA®, CFS®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Joseph Brown Visit Joseph Brown's website
Advisor photo for Patrick Shreve

Patrick Shreve

CFP®

Financial Advisor

Learn more about Patrick Shreve Visit Patrick Shreve's website
Advisor photo for Sam Weir

Sam Weir

CRPC

Financial Advisor

Learn more about Sam Weir Visit Sam Weir's website

Melissa Thomas

CFP®

Associate Financial Advisor

Learn more about Melissa Thomas Visit Melissa Thomas's website

Spencer Billings

CFP®

Financial Advisor

Learn more about Spencer Billings Visit Spencer Billings's website


Our team

Amy Brassette

Client Service Specialist

Ann Blackwood

Client Service Specialist

Christopher Brown

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