Our advisors

Dawn M Harwell

Dawn M Harwell

CFP®

Financial Advisor

Learn more about Dawn M Harwell Visit Dawn M Harwell's website
Gerry Flynn

Gerry Flynn

CRPC®

Financial Advisor

Chartered Retirement Planning CounselorSM
Learn more about Gerry Flynn Visit Gerry Flynn's website
Dustin Morgan

Dustin Morgan

CRPC®

Financial Advisor

Franchise Owner
Learn more about Dustin Morgan Visit Dustin Morgan's website
Alexander Moore

Alexander Moore

CFP®

Associate Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Learn more about Alexander Moore Visit Alexander Moore's website

Our team

A. Calise Acree

A. Calise Acree

Client Service Specialist

Wealthy Long

Wealthy Long

Paraplanner,

Chartered Retirement Planning Counselor℠
Kayla Massey

Kayla Massey

Paraplanner

Qualifications

  • Bachelor of Science, Business Management
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Natalie McClure

Natalie McClure

Client Service Specialist

Qualifications

  • AD General Studies
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Cindy Steele

Cindy Steele

Client Relationship Manager

Qualifications

  • 13 years of experience with Ameriprise Financial
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