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 Derrick Wells

Derrick Wells

MBA, AAMS, CLTC®, CRPC

Financial Advisor

Franchise Owner
Learn more about Derrick Wells
Advisor photo for Alex Vantlin

Alex Vantlin

Financial Advisor

Learn more about Alex Vantlin


Our team

Tammy Morgan

Tammy Morgan

Administrative Assistant