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

Advisor photo for Phillip Jones

Phillip Jones

CFP®, BFA, APMA

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Phillip Jones Visit Phillip Jones's website
Advisor photo for Chad Clark

Chad Clark

CRPC, APMA

Financial Advisor

Chartered Retirement Planning Counselor™
Learn more about Chad Clark Visit Chad Clark's website
Advisor photo for Justin Wilson

Justin Wilson

CFP®, APMA, CRPC

Financial Advisor

Learn more about Justin Wilson Visit Justin Wilson's website


Our team

Zena Owens

Zena Owens

Client Concierge

Roles & Responsibilities

  • Zena is in charge of first impressions at the Oneida office. Her voice is also the first one you may hear when calling our office.
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Brandon Ryon

Brandon Ryon

Client Service Manager

Roles & Responsibilities

  • Brandon heads up the client service team at our firm. She handles scheduling appointments and assists with client events.
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Jackie Valentine

Jackie Valentine

Operations Director

Roles & Responsibilities

  • Jackie takes care of all document processing and business tracking. Her specialized M.B.A. degree assists with client service and complex issues.
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Zachary Hacker

Zachary Hacker

Intern