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.



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

Financial 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