Our team provides financial experience focused on you and your goals. Together, we offer a breadth of knowledge, specialized advice and ongoing dedication to exceptional service.



Our advisors

Charles Palacios

CFP®, APMA, ChSNC®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Charles Palacios Visit Charles Palacios's website


Our team

Gina Compton

Gina Compton

Client Service Specialist,

Operations Manager
Emily Sears

Emily Sears

Client Service Specialist

Qualifications

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