With a solid foundation of teamwork, our practice draws on the skills and strengths of each member to achieve our collective goal of helping clients like you meet their financial goals. Together, we can help you feel more confident, connected and in control of your financial life.



Our advisors

Advisor photo for Bryan Keever

Bryan Keever

MBA, CFP®, BFA, CRPC

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Bryan Keever
Advisor photo for Jason Roach

Jason Roach

MBA

Associate Financial Advisor

Learn more about Jason Roach
Advisor photo for Timothy Bunt

Timothy Bunt

BFA, CRPC

Associate Financial Advisor

Chartered Retirement Planning Counselor™
Learn more about Timothy Bunt


Our team

Samantha Kuhn

Samantha Kuhn

Operations Manager

Personal Intro

  • Samantha joined the practice in August 2004
  • Client service is top priority with any questions you may have.

Roles & Responsibilities

  • Client Service
  • Event Management
  • Home Office Coordinator
  • Business Processing & Submission
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Carrie Mejorado

Carrie Mejorado

Client Service Coordinator

Roles & Responsibilities

  • Client Service
  • Scheduling
  • Meeting Prep and Follow Up
  • Social Media Management
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