Your goals guide everything we do, and our team approach helps us see them from every angle. By collaborating closely and sharing our experience, we strive to offer more thoughtful, well-rounded advice. The result? Clearer decisions, fewer blind spots and a financial plan that helps you move forward with confidence and a stronger sense of control.


Our advisors

Advisor photo for Jonathan K Spafford

Jonathan K Spafford

Financial Advisor

Managing Director
Learn more about Jonathan K Spafford Visit Jonathan K Spafford's website
Advisor photo for Lisa Catherine Lacayo

Lisa Catherine Lacayo

APMA®

Financial Advisor

Associate Vice President
Learn more about Lisa Catherine Lacayo Visit Lisa Catherine Lacayo's website
Advisor photo for Sean Spafford

Sean Spafford

Financial Advisor

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


Our team

Kristin Ash

Kristin Ash

Client Service Associate

Jill Plummer

Jill Plummer

Client Service Associate