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 Kevin Roth Wells

Kevin Roth Wells

Private Wealth Advisor

Learn more about Kevin Roth Wells
Advisor photo for Roland (Trey) Raffanti

Roland (Trey) Raffanti

Financial Advisor

Learn more about Roland (Trey) Raffanti


Our team

Vera Feldman

Vera Feldman

Client Relationship Manager

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