Our advisors

Zachary Lewis

Zachary Lewis

MBA, CFP®, CRPC®

Private Wealth Advisor

Managing Partner
Learn more about Zachary Lewis
Sheila Patricia Martin

Sheila Patricia Martin

CFP®, MBA, CRPC®, ADPA®, APMA®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Sheila Patricia Martin
Kaleb Hupp

Kaleb Hupp

MBA

Financial Advisor

Learn more about Kaleb Hupp

Our team

Mary Bowersock

Mary Bowersock

Client Service Manager,

Paraplanner
Kathleen Podmore

Kathleen Podmore

Office Manager