close

Team photo
Team photo

View Larger


Our advisors

Jeff Mitchell

CRPC, APMA®

Associate Manager

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

Alan David Blinn

CFP®, APMA®

Private Wealth Advisor

Managing Director
Learn more about Alan David Blinn Visit Alan David Blinn's website

Taylor Mitchell

CFP®, MBA, APMA®

Private Wealth 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

Eric Breecher

CRPC, APMA®

Financial Advisor

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

Sara Mitchell

APMA®

Financial Advisor

Learn more about Sara Mitchell Visit Sara Mitchell's website

John Bender

Financial Advisor

Vice President
Learn more about John Bender Visit John Bender's website


Our team

Jen McDowell

Jen McDowell

Lead Client Service Associate

Safa Obaid

Safa Obaid

Client Service Associate