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 Robert J Morris

Robert J Morris

CFP®, APMA®

Private Wealth Advisor

Registered Principal
Learn more about Robert J Morris Visit Robert J Morris's website
Advisor photo for Sean Fenton

Sean Fenton

AAMS®, APMA®

Financial Advisor

Learn more about Sean Fenton Visit Sean Fenton's website


Our team

Christopher Palermo

Christopher Palermo

Financial Planning Analyst

Personal Intro

Education: Louisiana State University

Licenses: Series 7, 9, 10, 24, and 66

Qualifications

  • CFP®

  • APMA™

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Kimberly Brouhard

Kimberly Brouhard

Paraplanner

Teal Wellner

Teal Wellner

Client Service Manager

Gabrielle Winchester

Gabrielle Winchester

Administrative Assistant