Our advisors

Larry Root

CFP®, CFS®, APMA

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Larry Root Visit Larry Root's website

Brian Gould

CRPC, APMA

Financial Advisor

Chartered Retirement Planning Counselor™
Learn more about Brian Gould Visit Brian Gould's website

Eric Ashburn

CFP®, APMA

Financial Advisor

Financial Planning Specialist
Learn more about Eric Ashburn Visit Eric Ashburn's website


Our team

Nikki Koon

Nikki Koon

Office Manager

Mariko Cobb

Mariko Cobb

Operations Specialist

Jessica Middleton

Jessica Middleton

Client Service Specialist

Caroline Stewart

Caroline Stewart

Client Service Specialist