Our team provides financial experience focused on you and your goals. Together, we offer a breadth of knowledge, specialized advice and ongoing dedication to exceptional service.


Our advisors

Jen Means

Registered Practice Associate

Learn more about Jen Means Visit Jen Means's website

Michael Wark

Financial Advisor

Vice President
Learn more about Michael Wark Visit Michael Wark's website

Tim Keene

CFP®, APMA

Associate Manager

Managing Director
Learn more about Tim Keene Visit Tim Keene's website

Tyson Edgar Shardlow

APMA

Financial Advisor

Learn more about Tyson Edgar Shardlow Visit Tyson Edgar Shardlow's website