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.

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Our advisors

David Shackelford

CFP®, CRPC

Financial Advisor

Vice President
Learn more about David Shackelford

Kurt King

CFP®

Financial Advisor

Vice President
Learn more about Kurt King

Norm Bahramipour

Financial Advisor

Associate Vice President
Learn more about Norm Bahramipour


Our team

Marlena Slinker

Marlena Slinker

Client Service Associate