Managing your finances isn’t as overwhelming when you have the right team by your side. We take time to understand what matters most to you, then work together to provide clear advice and consistent support along the way. With a team approach, shared accountability helps keep things on track. Feel more confident, connected and in control of your financial future.

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Team photo for The Overton Group
Team photo for The Overton Group

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Our advisors

Advisor photo for Stephen Overton

Stephen Overton

CFP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER® professional
Learn more about Stephen Overton
Advisor photo for Chris M Sankey

Chris M Sankey

CRPC, APMA®

Branch Manager

Financial Advisor
Learn more about Chris M Sankey
Advisor photo for Alyse Duffy

Alyse Duffy

CRPC

Registered Practice Associate

Learn more about Alyse Duffy