Our advisors

Andrew Thacker

Andrew Thacker

Private Wealth Advisor

Learn more about Andrew Thacker Visit Andrew Thacker's website
Neil Stowe

Neil Stowe

CFP®, MBA

Financial Advisor

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

Mark Nicholson

CFP®

Financial Advisor

Learn more about Mark Nicholson Visit Mark Nicholson's website
Jennifer Casten-Juhl

Jennifer Casten-Juhl

ChFC®, CDFA®

Financial Advisor

Learn more about Jennifer Casten-Juhl Visit Jennifer Casten-Juhl's website

Our team

Tina Winn

Client Service Specialist

Kim Brumfield

Kim Brumfield

Financial Planning Specialist

Megan Black

Megan Black

Receptionist

Melanie Svestka

Melanie Svestka

Client Service Specialist