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Team photo

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Our advisors

Larry Root

CFP®, CFS®, APMA

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Larry Root Visit Larry Root's website

Eric Ashburn

CFP®

Financial Advisor

Vice President of Petite Roche Wealth Management
Learn more about Eric Ashburn Visit Eric Ashburn's website

Jordan Long

APMA

Financial Advisor

ACCREDITED PORTFOLIO MANAGEMENT ADVISOR™
Learn more about Jordan Long Visit Jordan Long's website

Tammy Davis

CRPC

Financial Advisor

Senior Vice President of Petite Roche Wealth Management
Learn more about Tammy Davis Visit Tammy Davis's website


Our team

Nikki Koon

Nikki Koon

Office Manager

Mariko Cobb

Mariko Cobb

Operations Specialist

Jessica Middleton

Jessica Middleton

Client Service Specialist