Your goals guide everything we do, and our team approach helps us see them from every angle. By collaborating closely and sharing our experience, we strive to offer more thoughtful, well-rounded advice. The result? Clearer decisions, fewer blind spots and a financial plan that helps you move forward with confidence and a stronger sense of control.


Our advisors

Advisor photo for J.W. Thomas II

J.W. Thomas II

CRPC, APMA®, AWMA®, AAMS®, CMFA®, CMFC

Private Wealth Advisor

Certified Military Financial Advisor®
Learn more about J.W. Thomas II Visit J.W. Thomas II's website
Advisor photo for Donald Collett

Donald Collett

CRPC

Financial Advisor

Chartered Retirement Planning Counselor™
Learn more about Donald Collett Visit Donald Collett's website
Advisor photo for Maris Beigel

Maris Beigel

CFP®, CRPC, APMA®

Financial Advisor

Learn more about Maris Beigel Visit Maris Beigel's website
Advisor photo for Stefen Main

Stefen Main

Associate Financial Advisor

Learn more about Stefen Main Visit Stefen Main's website


Our team

Anita Tyner

Anita Tyner

Client Service Manager

Tracy Walling-Bathgate

Tracy Walling-Bathgate

Client Service Specialist

Sarah Castle

Sarah Castle

Client Relationship Coordinator

Randy Cleveland

Randy Cleveland

Financial Planning Specialist

Bryan Berry

Bryan Berry

Financial Planning Specialist

Michelle Agee-Collett

Michelle Agee-Collett

Marketing Manager