Our advisors

Jeff Mitchell

CRPC, APMA

Associate Manager

Managing Director
Learn more about Jeff Mitchell Visit Jeff Mitchell's website

Eric Breecher

CRPC, APMA

Financial Advisor

Managing Director
Learn more about Eric Breecher Visit Eric Breecher's website

David Witthuhn

CRPC

Financial Advisor

Managing Director
Learn more about David Witthuhn Visit David Witthuhn's website

Taylor Mitchell

CFP®, MBA, APMA

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Learn more about Taylor Mitchell Visit Taylor Mitchell's website

Casey Sullivan

CFP®

Associate Manager ACD

Financial Advisor
Learn more about Casey Sullivan Visit Casey Sullivan's website


Our team

Sara Kaitlyn Mitchell

Sara Kaitlyn Mitchell

Registered Client Service Associate

Jen McDowell

Jen McDowell

Client Service Associate

Henry LeMaster

Henry LeMaster

Registered Client Service Associate