Our vision is to be the leading financial services practice where clients have the experience of their financial goals and objectives being deeply understood, followed, and guided along the way.


Our advisors

Advisor photo for Andrew Thacker

Andrew Thacker

CRPC, APMA

Private Wealth Advisor

Learn more about Andrew Thacker Visit Andrew Thacker's website
Advisor photo for Neil Stowe

Neil Stowe

MBA, CFP®, CRPC, APMA

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Learn more about Neil Stowe Visit Neil Stowe's website
Advisor photo for Mark Nicholson

Mark Nicholson

CFP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Learn more about Mark Nicholson Visit Mark Nicholson's website
Advisor photo for Jennifer Casten-Juhl

Jennifer Casten-Juhl

ChFC®, CDFA®

Financial Advisor

Learn more about Jennifer Casten-Juhl Visit Jennifer Casten-Juhl's website
Advisor photo for Scott Scales

Scott Scales

CRPC

Financial Advisor

Learn more about Scott Scales Visit Scott Scales's website


Our team

Buffy Pellerito

Buffy Pellerito

Client Service Specialist

Kim Brumfield

Kim Brumfield

Financial Planning Specialist

Megan Black

Megan Black

Receptionist

Melanie Svestka

Melanie Svestka

Client Service Specialist

Stuart Scales

Stuart Scales

Client Service Specialist