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

Richard Harris

CFP®, ChFC®, CLU®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Learn more about Richard Harris Visit Richard Harris's website

James Albert Tuthill

CRPC

Financial Advisor

Chartered Retirement Planning Counselor™
Learn more about James Albert Tuthill Visit James Albert Tuthill's website


Our team

Josh Martinez

Registered Practice Associate