Our team is proud to provide a breadth of experience, specialized financial knowledge and elevated level of service to all our clients. We work together to serve your goals and help you meet your financial future with more confidence.

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Our advisors

Jacob Mckelvey

CFP®, CIMA®, RICP®, CRPC, AWMA®, APMA®

Private Wealth Advisor

Managing Director
Learn more about Jacob Mckelvey Visit Jacob Mckelvey's website

Robyn Adams

CFP®, APMA®

Associate Advisor

Learn more about Robyn Adams Visit Robyn Adams's website

Thomas P Carney

CFP®, AWMA®, APMA®

Financial Advisor

Associate Vice President
Learn more about Thomas P Carney Visit Thomas P Carney's website

Lee Ann Gregg

CRPC

Financial Advisor

Vice President
Learn more about Lee Ann Gregg Visit Lee Ann Gregg's website


Our team

Asante Donadelle

Client Service Associate