Our advisors

David Provenzano

MBA, CFP®

Private Wealth Advisor

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

Lorianne Williams

BFA, APMA

Financial Advisor

Behavioral Financial Advisor
Learn more about Lorianne Williams Visit Lorianne Williams's website

Mike Purzner

CKA®

Financial Advisor

Certified Kingdom 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