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

Jonathan K Spafford

Financial Advisor

Managing Director
Learn more about Jonathan K Spafford Visit Jonathan K Spafford's website

Lisa Catherine Lacayo

CRPC, APMA

Financial Advisor

Learn more about Lisa Catherine Lacayo Visit Lisa Catherine Lacayo's website

Sean Spafford

Financial Advisor

Vice President
Learn more about Sean Spafford Visit Sean Spafford's website