Our advisors

Advisor photo for Ted Davis

Ted Davis

CFP®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Ted Davis Visit Ted Davis's website
Advisor photo for Benjamin Devine

Benjamin Devine

MSFS, CFP®, RICP®, APMA, ChFC®, CRPC, CAP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Benjamin Devine Visit Benjamin Devine's website
Advisor photo for Ben Tuck

Ben Tuck

CRPC

Financial Advisor

Learn more about Ben Tuck Visit Ben Tuck's website
Advisor photo for Declan O'Connell

Declan O'Connell

CFP®

Financial Advisor

Learn more about Declan O'Connell Visit Declan O'Connell's website
Advisor photo for Jackson Thomas

Jackson Thomas

CFP®, BFA

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Jackson Thomas Visit Jackson Thomas's website

Joann Maloney

Associate Financial Advisor

Learn more about Joann Maloney Visit Joann Maloney's website
Advisor photo for Katherine Mumaw

Katherine Mumaw

CFP®

Financial Advisor

Financial Planning Specialist
Learn more about Katherine Mumaw Visit Katherine Mumaw's website
Advisor photo for Matthew Lang

Matthew Lang

CFP®

Financial Advisor

Learn more about Matthew Lang Visit Matthew Lang's website
Advisor photo for Natalie Davis

Natalie Davis

BFA, CRPC

Financial Advisor

Learn more about Natalie Davis Visit Natalie Davis's website
Advisor photo for Wrenn Cox

Wrenn Cox

CFP®

Financial Advisor

Learn more about Wrenn Cox Visit Wrenn Cox's website


Our team

Andy Aro

Andy Aro

Office Manager

Alexandra Mitchell

Alexandra Mitchell

Financial Planning Assistant

Chris Berry

Chris Berry

Financial Planning Assistant