Our team provides financial experience focused on you and your goals. Together, we offer a breadth of knowledge, specialized advice and ongoing dedication to exceptional service.



Our advisors

Advisor photo for Michael Massie

Michael Massie

Financial Advisor

Managing Director
Learn more about Michael Massie Visit Michael Massie's website
Advisor photo for Jason Crabb

Jason Crabb

CFP®

Branch Manager

Vice President
Learn more about Jason Crabb Visit Jason Crabb's website
Advisor photo for Doug Bowers

Doug Bowers

CFP®, AIF®

Financial Advisor

Associate Vice President
Learn more about Doug Bowers Visit Doug Bowers's website


Our team

Geraldine Agatep

Geraldine Agatep

Client Service Associate

Chrissy Hackman

Chrissy Hackman

Operations Leader,

Assistant