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.

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Our advisors

Ted Campbell

APMA®

Financial Advisor

Managing Director
Learn more about Ted Campbell Visit Ted Campbell's website

Rich Espenschied

MBA, JD, APMA®

Financial Advisor

Learn more about Rich Espenschied Visit Rich Espenschied's website

Jack Ellis

APMA®

Private Wealth Advisor

Vice President
Learn more about Jack Ellis Visit Jack Ellis's website


Our team

Tara Welsh

Tara Welsh

Lead Client Service Associate

Sheri Davis

Sheri Davis

Lead Client Service Associate