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 Martin Keidan

Martin Keidan

Financial Advisor

Franchise Owner
Learn more about Martin Keidan Visit Martin Keidan's website
Advisor photo for Amanda Bayliss

Amanda Bayliss

Associate Financial Advisor

Learn more about Amanda Bayliss Visit Amanda Bayliss's website
Advisor photo for Blake Honda

Blake Honda

Associate Financial Advisor

Learn more about Blake Honda Visit Blake Honda's website

Weston Payne

Associate Financial Advisor

Learn more about Weston Payne Visit Weston Payne's website


Our team

Jane Garber

Client Service Specialist

Faith Keidan

Client Service Coordinator