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 Matthew Udal

Matthew Udal

CRPC, CMFA®

Financial Advisor

Certified Military Financial Advisor®
Learn more about Matthew Udal Visit Matthew Udal's website
Advisor photo for Matthew Ellis

Matthew Ellis

CFP®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Learn more about Matthew Ellis Visit Matthew Ellis's website


Our team

Melodie Dutton

Practice Manager

Amanda Whewell

Practice Manager