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.

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Our advisors

Christopher Adkins

MBA, APMA®

Associate Manager

Private Wealth Advisor
Learn more about Christopher Adkins Visit Christopher Adkins's website

Ethan Bourn

APMA®

Financial Advisor

Learn more about Ethan Bourn Visit Ethan Bourn's website

Tim McGarvey

CFP®, APMA®, MSF, ADPA®, MPAS

Financial Advisor

Managing Director
Learn more about Tim McGarvey Visit Tim McGarvey's website

Tom Zentz

CRPC, APMA®

Financial Advisor

Associate Vice President
Learn more about Tom Zentz Visit Tom Zentz's website


Our team

Jennifer Heltzel

Jennifer Heltzel

Client Service Associate