Our advisors

Brian Boswell

Brian Boswell

Private Wealth Advisor

Chartered Retirement Planning CounselorSM
Learn more about Brian Boswell Visit Brian Boswell's website
Keith Kirk

Keith Kirk

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Keith Kirk Visit Keith Kirk's website
Angela Smith

Angela Smith

Financial Advisor

Operations Director
Learn more about Angela Smith Visit Angela Smith's website

Our team

Elissa Mars

Elissa Mars

Client Service Coordinator

Allison Bennett

Allison Bennett

Financial Planning Specialist

Teresa Freeman

Teresa Freeman

Office Manager