Our team is proud to provide a breadth of experience, specialized financial knowledge and elevated level of service to all our clients. We work together to serve your goals and help you meet your financial future with more confidence.



Our advisors

Advisor photo for Kristin Lyman

Kristin Lyman

CFP®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Kristin Lyman Visit Kristin Lyman's website


Our team

Kathryn Long

Practice Manager

AmyJo Korynta

Client Service Coordinator