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 Rufus Cressend

Rufus Cressend

CFP®, BFA, CRPC, APMA, CEPA®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Rufus Cressend Visit Rufus Cressend's website
Advisor photo for James Ray

James Ray

APMA

Financial Advisor

Learn more about James Ray Visit James Ray's website
Advisor photo for Ellen Morvant

Ellen Morvant

CFP®, APMA, CSRIC®

Financial Advisor

Learn more about Ellen Morvant Visit Ellen Morvant's website
Advisor photo for Hannah Varnado

Hannah Varnado

CFP®, APMA, MSF

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Hannah Varnado Visit Hannah Varnado's website
Advisor photo for Jarod L Hopper

Jarod L Hopper

MBA, CRPC, APMA

Financial Advisor

Learn more about Jarod L Hopper Visit Jarod L Hopper's website


Our team

Dawn M. Hall

Dawn M. Hall

Operations Director

Gina Huth

Gina Huth

Client Concierge

Patrick Russo

Patrick Russo

Paraplanner

Garrett Webb

Garrett Webb

Financial Planning Specialist

Shelby Cressend

Shelby Cressend

Executive Assistant