Our advisors

Bill Terrill

Bill Terrill

CFP®, APMA®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Bill Terrill Visit Bill Terrill's website
William Fussell

William Fussell

CRPC®, CDFA®

Financial Advisor

Chartered Retirement Planning CounselorSM
Learn more about William Fussell Visit William Fussell's website
Kayla Van Horn

Kayla Van Horn

CFP®

Financial Advisor

Learn more about Kayla Van Horn Visit Kayla Van Horn's website

Our team

Allison Kizzee

Allison Kizzee

Client Service Manager

Qualifications

  • Series 7 - General Securities Representative

Roles & Responsibilities

  • Financial Planning Support
  • Account and Trade Information
  • Money Movement
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Erikka Adams

Erikka Adams

Client Service Coordinator

Roles & Responsibilities

  • Practice Operations and Office Manager
  • Scheduling
  • Day to day support for the advisors
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Cynthia Artificio

Cynthia Artificio

Financial Planning Specialist

Roles & Responsibilities

  • Financial Analysis and Preparation
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Michael Morgan

Michael Morgan

Paraplanner

Qualifications

  • Series 7 - General Securities Representative
  • Series 66 - Uniform Combined State Law Examination
  • Life Insurance and Disability

Roles & Responsibilities

  • Account and Trade Information
  • Money Movement
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