Our advisors

Joseph Brown

CFP®, BFA, APMA, CEPA®, CFS®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Joseph Brown Visit Joseph Brown's website

Patrick Shreve

CFP®

Financial Advisor

Learn more about Patrick Shreve Visit Patrick Shreve's website

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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