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 Matthew Allred

Matthew Allred

CRPC, AAMS, APMA

Private Wealth Advisor

Franchise Owner
Learn more about Matthew Allred Visit Matthew Allred's website


Our team

Amanda Flynn

Amanda Flynn

Operations Director,

Business Development Manager
Jacquelyn Flynn-Stewart

Jacquelyn Flynn-Stewart

Client Service Manager

Kimberly Bradshaw

Kimberly Bradshaw

Client Service Manager

Robin Shoemaker

Robin Shoemaker

Financial Planning Specialist

Julie Wilson

Julie Wilson

Client Relationship Manager

Rachel Wilson

Rachel Wilson

Administrative Assistant

Diego Torres

Intern