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

Lee J Palmer III

AAMS, CRPC

Private Wealth Advisor

Learn more about Lee J Palmer III Visit Lee J Palmer III's website

Brett S May

MSF

Financial Advisor

Learn more about Brett S May Visit Brett S May's website

Adam Karrigan

CFP®

Financial Advisor

Learn more about Adam Karrigan Visit Adam Karrigan's website

James Grove

AAMS

Financial Advisor

Learn more about James Grove Visit James Grove's website


Our team

Ashley Fairchild

Ashley Fairchild

Administrative Assistant

Kaitlyn Braud

Kaitlyn Braud

Intern

Kati Albright

Intern