Our advisors

Alyssa Thomason

CRPC

Private Wealth Advisor

Chartered Retirement Planning Counselor™
Learn more about Alyssa Thomason

Debra A Pauldine

CFP®

Financial Advisor

Learn more about Debra A Pauldine

James Lang

CRPC

Financial Advisor

Chartered Retirement Planning Counselor™
Learn more about James Lang

Trey LeVasseur

Associate Financial Advisor

Learn more about Trey LeVasseur


Our team

Sharon DeVries

Sharon DeVries

Client Relationship Manager