Our advisors

Mark Davey

Mark Davey

CFP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Mark Davey Visit Mark Davey's website
Mark Walker

Mark Walker

CFP®, ChFC®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Mark Walker Visit Mark Walker's website
Gary T Moss Jr

Gary T Moss Jr

CFP®, APMA®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Gary T Moss Jr Visit Gary T Moss Jr's website
James Newman

James Newman

CFP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Learn more about James Newman Visit James Newman's website

Our team

Amanda Batson-Lamb

Amanda Batson-Lamb

Financial Planning Assistant

Elisa Enriquez

Elisa Enriquez

Executive Assistant

Kristin Helms

Kristin Helms

Client Service Specialist

Susan Singleton

Susan Singleton

Paraplanner

Rachel Frederick

Rachel Frederick

Administrative Assistant

Emily Johnson

Emily Johnson

Administrative Assistant

Clay Hogan

Clay Hogan

Financial Planning Assistant