Our advisors

Curtis Hunter Roy II

MBA, CRPC

Private Wealth Advisor

Franchise Owner
Learn more about Curtis Hunter Roy II Visit Curtis Hunter Roy II's website

Kaylie Mixon

MBA, CRPC, CDFA®

Financial Advisor

Operations Manager
Learn more about Kaylie Mixon Visit Kaylie Mixon's website


Our team

Kylee Falcon

Kylee Falcon

Client Service Coordinator