Our advisors

Steven King

MBA, CFP®

Branch Manager

CERTIFIED FINANCIAL PLANNER™ professional
Learn more about Steven King Visit Steven King's website

Thomas Plummer

Financial Advisor

Associate Vice President
Learn more about Thomas Plummer Visit Thomas Plummer's website


Our team

Cheryl Palmer

Client Service Coordinator

Roles & Responsibilities

  • Client service inquires from clients for banking, client updates, statements and tax documents.
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