Our advisors

Advisor photo for Kristen Salt

Kristen Salt

CFP®, ChFC®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER® practitioner
Learn more about Kristen Salt Visit Kristen Salt's website
Advisor photo for Joanne Wofford

Joanne Wofford

CRPC, APMA®

Financial Advisor

Chartered Retirement Planning Counselor™
Learn more about Joanne Wofford Visit Joanne Wofford's website


Our team

Jelena Blackburn

Jelena Blackburn

Operations Manager

Chris Whittaker

Chris Whittaker

Paraplanner

Neha Gopalswamy

Neha Gopalswamy

Intern