Your goals guide everything we do, and our team approach helps us see them from every angle. By collaborating closely and sharing our experience, we strive to offer more thoughtful, well-rounded advice. The result? Clearer decisions, fewer blind spots and a financial plan that helps you move forward with confidence and a stronger sense of control.


Our advisors

Advisor photo for Mark Dorsey

Mark Dorsey

Financial Advisor

Franchise Owner
Learn more about Mark Dorsey Visit Mark Dorsey's website
Advisor photo for Heather Miller

Heather Miller

CRPC

Financial Advisor

Managing Director of Mark T. Dorsey & Associates
Learn more about Heather Miller Visit Heather Miller's website
Advisor photo for Benjamin Wright

Benjamin Wright

LUTCF®

Financial Advisor

Learn more about Benjamin Wright Visit Benjamin Wright's website


Our team

Amanda Pfaffinger

Amanda Pfaffinger

Client Relationship Manager