Great financial planning starts with understanding you — and it doesn’t stop there. When you work with us, you’re supported by a team with different strengths, perspectives and experience. This approach brings broader insight, steady support and people you can rely on even as life - and markets - change. You receive thoughtful advice and a team that’s truly invested in helping you feel confident about where your money can take you.


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Team photo for Transcendent Wealth
Team photo for Transcendent Wealth

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Our advisors

Advisor photo for Ted Davis

Ted Davis

CFP®, ChFC®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER® practitioner
Learn more about Ted Davis Visit Ted Davis's website
Advisor photo for James Mumaw

James Mumaw

CFP®

Private Wealth Advisor

Learn more about James Mumaw Visit James Mumaw'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 Natalie Berry

Natalie Berry

BFA, CRPC

Financial Advisor

Learn more about Natalie Berry Visit Natalie Berry'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
Advisor photo for Benjamin Devine

Benjamin Devine

MSFS, CFP®, APMA®, CRPC

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER® practitioner
Learn more about Benjamin Devine Visit Benjamin Devine'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 Allison Taylor

Allison Taylor

MBA, CLU®

Financial Advisor

Learn more about Allison Taylor Visit Allison Taylor's website
Advisor photo for Ben Tuck

Ben Tuck

CRPC, APMA®

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 Wrenn Cox

Wrenn Cox

CFP®

Financial Advisor

Learn more about Wrenn Cox Visit Wrenn Cox's website
Advisor photo for Braxton Gilmer

Braxton Gilmer

Associate Financial Advisor

Learn more about Braxton Gilmer Visit Braxton Gilmer's website


Our team

Andy Aro

Andy Aro

Office Manager

Chris Berry

Chris Berry

Operations Manager,

Paraplanner
Stephanie Lock

Stephanie Lock

Operations Specialist

Corey Coleman

Corey Coleman

Paraplanner,

Financial Planning Specialist