With a solid foundation of teamwork, our practice draws on the skills and strengths of each member to achieve our collective goal of helping clients like you meet their financial goals. Together, we can help you feel more confident, connected and in control of your financial life.



Our advisors

Advisor photo for Mark Walker

Mark Walker

CFP®, ChFC®

Private Wealth Advisor

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

Mark Davey

CFP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Mark Davey Visit Mark Davey's website
Advisor photo for Gary T Moss Jr

Gary T Moss Jr

CFP®

Financial Advisor

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

James Newman

CFP®, CRPC

Financial Advisor

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

Susan W Singleton

Associate Financial Advisor

Learn more about Susan W Singleton Visit Susan W Singleton's website


Our team

Amanda Batson-Lamb

Amanda Batson-Lamb

Financial Planning Assistant

Kristin Helms

Kristin Helms

Client Service Specialist

Rebecca Clements

Operations Specialist

Nicole Kelly

Administrative Assistant

Lydia Smith

Administrative Assistant