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.



Our advisors

Advisor photo for Brian Boswell

Brian Boswell

CRPC

Private Wealth Advisor

Chartered Retirement Planning Counselor™
Learn more about Brian Boswell Visit Brian Boswell's website
Advisor photo for Angela Smith

Angela Smith

Financial Advisor

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


Our team

Allison Bennett

Allison Bennett

Client Service Specialist,

Financial Planning Specialist
Teresa Freeman

Teresa Freeman

Operations Manager,

Client Service Specialist