Your goals guide everything we do, and our team approach helps us see them from every angle. By collaborating closely and sharing our experience, we strive to offer more thoughtful, well-rounded advice. The result? Clearer decisions, fewer blind spots and a financial plan that helps you move forward with confidence and a stronger sense of control.


Our advisors

Advisor photo for Jay Bingham

Jay Bingham

CRPC, APMA®

Financial Advisor

Learn more about Jay Bingham Visit Jay Bingham's website
Advisor photo for Sarah Porter

Sarah Porter

CRPC, APMA®

Financial Advisor

Learn more about Sarah Porter Visit Sarah Porter's website
Advisor photo for Kevin R Young

Kevin R Young

CFP®, CPA, PFS

Financial Advisor

Learn more about Kevin R Young Visit Kevin R Young's website
Advisor photo for Pamela R Mason

Pamela R Mason

APMA®

Financial Advisor

Learn more about Pamela R Mason Visit Pamela R Mason's website


Our team

Patricia Hill

Patricia Hill

Client Service Specialist,

Office Manager