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.



Our advisors

Advisor photo for Christopher Crotty

Christopher Crotty

CFP®, APMA, CLTC®

Private Wealth Advisor

Learn more about Christopher Crotty Visit Christopher Crotty's website
Advisor photo for Michael D Shepard

Michael D Shepard

CFP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Michael D Shepard Visit Michael D Shepard's website


Our team

Lynda S. Elliott

Lynda S. Elliott

Executive Assistant,

Office Manager

Personal Intro

Married to Tim for 5 years. Children Amber (25), Micayla (21), Matthew (16), and a dog, Orion (7). Hobbies include camping, sports, and traveling.

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Elijah Sorem

Elijah Sorem

Administrative Assistant