With a solid foundation of teamwork, our practice draws on the skills and strengths of each member to achieve our collective goal of helping clients like you meet their financial goals. Together, we can help you feel more confident, connected and in control of your financial life.



Our advisors

Advisor photo for John Murphy

John Murphy

MBA, CFP®, APMA

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about John Murphy Visit John Murphy's website
Advisor photo for Aaron Troup

Aaron Troup

CFP®, AIF®, APMA

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Learn more about Aaron Troup Visit Aaron Troup's website


Our team

Evie Rodahaver

Evie Rodahaver

Client Relationship Manager

Mark Frederick

Mark Frederick

Client Service Specialist

Bobby Rodahaver

Bobby Rodahaver

Financial Planning Assistant