Our advisors

Advisor photo for Randall Rice

Randall Rice

CFP®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Randall Rice Visit Randall Rice's website
Advisor photo for Robert J Dotson

Robert J Dotson

CRPC, ChFC®, CKA®

Financial Advisor

Chartered Financial Consultant®
Learn more about Robert J Dotson Visit Robert J Dotson's website
Advisor photo for Mitchell Sayers

Mitchell Sayers

CFP®

Financial Advisor

Learn more about Mitchell Sayers Visit Mitchell Sayers's website


Our team

Susan Singleton

Susan Singleton

Paraplanner

Peter G. Voisin

Peter G. Voisin

Financial Planning Specialist

Uma Hayes

Uma Hayes

Executive Assistant