Our team is proud to provide a breadth of experience, specialized financial knowledge and elevated level of service to all our clients. We work together to serve your goals and help you meet your financial future with more confidence.



Our advisors

Jason Netherton

CRPC

Private Wealth Advisor

Managing Director
Learn more about Jason Netherton Visit Jason Netherton's website

Tim Channel

AAMS

Branch Manager

Associate Vice President
Learn more about Tim Channel Visit Tim Channel's website


Our team

Melissa Knotts

Melissa Knotts

Registered Client Service Associate

Cassandra Jackson

Registered Client Service Associate

Casey Beswick, MBA

Registered Client Service Associate