Our advisors

Brian Floyd

CFP®, CRPC

Financial Advisor

Chartered Retirement Planning Counselor™
Learn more about Brian Floyd Visit Brian Floyd's website

Marc Arnold

CFP®, CLU®, ChFC®, CMFC

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Marc Arnold Visit Marc Arnold's website


Our team

Lori Cale

Lori Cale

Administrative Assistant

Lisa Miser

Lisa Miser

Administrative Assistant

Kimberly Perraut

Kimberly Perraut

Administrative Assistant

Joyce Shouldis

Joyce Shouldis

Administrative Assistant