Our advisors

Beau Stone

CFP®

Financial Advisor

Managing Director
Learn more about Beau Stone Visit Beau Stone's website

Kathy Kicklighter

Financial Advisor

Managing Director
Learn more about Kathy Kicklighter Visit Kathy Kicklighter's website


Our team

Melissa McHagan

Melissa McHagan

Registered Client Service Associate

Beth Stone

Beth Stone

Client Service Associate