Our advisors

Lindsay Jones

Lindsay Jones

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Lindsay Jones Visit Lindsay Jones's website
Tammie Dunn Walker

Tammie Dunn Walker

Private Wealth Advisor

Learn more about Tammie Dunn Walker Visit Tammie Dunn Walker's website
Nikki Fry

Nikki Fry

Financial Advisor

Chartered Retirement Planning CounselorSM
Learn more about Nikki Fry Visit Nikki Fry's website

Our team

Mary Slack

Mary Slack

Paraplanner

Jennifer Beiler

Jennifer Beiler

Client Service Coordinator