Our team provides financial experience focused on you and your goals. Together, we offer a breadth of knowledge, specialized advice and ongoing dedication to exceptional service.


Our advisors

Kevin Wells

CRPC, AAMS®

Private Wealth Advisor

ACCREDITED ASSET MANAGEMENT SPECIALIST™
Learn more about Kevin Wells

Roland (Trey) Raffanti

Financial Advisor

Learn more about Roland (Trey) Raffanti


Our team

Pamela Butts

Pamela Butts

Client Service Specialist

Londa Hamrick, FPQP

Londa Hamrick, FPQP

Operations Manager,

Client Service Specialist
Martha Thompson

Martha Thompson

Client Service Specialist

Emily Collier

Emily Collier

Client Service Specialist