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.

close

Team photo
Team photo

View Larger


Our advisors

Cameron West

CRPC

Financial Advisor

Associate Vice President
Learn more about Cameron West

Brett Moyer

CRPC

Associate Manager

Vice President
Learn more about Brett Moyer

M Lloyd Barnhardt III

CFP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER® professional
Learn more about M Lloyd Barnhardt III


Our team

Freda Johnson

Freda Johnson

Registered Client Service Associate