Our team provides financial experience focused on you and your goals. Together, we offer a breadth of knowledge, specialized advice and ongoing dedication to exceptional service.

close

Team photo
Team photo

View Larger


Our advisors

Randall C Sutton

CPWA®, CFP®

Financial Advisor

Managing Director
Learn more about Randall C Sutton Visit Randall C Sutton's website

Andy Sanford

APMA®

Private Wealth Advisor

Managing Director
Learn more about Andy Sanford Visit Andy Sanford's website

John Schantz

APMA®

Financial Advisor

Learn more about John Schantz Visit John Schantz's website


Our team

Jessica Redman

Jessica Redman

Registered Practice Associate

Athena Hydes Squyres

Athena Hydes Squyres

Registered Client Service Associate