Our advisors

Catherine Heath

Catherine Heath

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Learn more about Catherine Heath Visit Catherine Heath's website
Russel L Phelps

Russel L Phelps

Private Wealth Advisor

Certified Divorce Financial Analyst®
Learn more about Russel L Phelps Visit Russel L Phelps's website
Adam Ellison

Adam Ellison

Financial Advisor

Senior Vice President
Learn more about Adam Ellison Visit Adam Ellison's website

Our team

Linda Risse

Linda Risse

Client Service Specialist

Iris Baucom

Iris Baucom

Financial Planning Specialist