close

Team photo
Team photo

View Larger


Our advisors

David Provenzano

MBA, CFP®, APMA®

Private Wealth Advisor

Business Financial Advisor
Learn more about David Provenzano Visit David Provenzano's website

Brett Vandervort

APMA®

Financial Advisor

Learn more about Brett Vandervort Visit Brett Vandervort's website

Lorianne Williams

APMA®

Financial Advisor

Learn more about Lorianne Williams Visit Lorianne Williams's website

Mike Purzner

APMA®

Private Wealth Advisor

Learn more about Mike Purzner Visit Mike Purzner's website


Our team

Stacey Davis

Stacey Davis

Paraplanner,

Financial Planning Analyst
Kristal Briggs

Kristal Briggs

Practice Manager

Chandler Cullip

Chandler Cullip

Office Manager

Angie Barnes

Paraplanner

Brooklyn Rowell

Administrative Assistant