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

Richard White

CFP®, CRPC, APMA

Branch Manager

Associate Vice President
Learn more about Richard White Visit Richard White's website

Vicki Soyars

APMA

Financial Advisor

Vice President
Learn more about Vicki Soyars Visit Vicki Soyars's website


Our team

Emily Beisel

Emily Beisel

Client Service Associate,

Practice Manager