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

Michele R Morgan

Financial Advisor

Vice President
Learn more about Michele R Morgan

Thomas G Townsend

CFP®

Financial Advisor

Managing Director
Learn more about Thomas G Townsend


Our team

Trina Colley

Trina Colley

Client Service Associate