Our advisors

Kevin Roth Wells

Kevin Roth Wells

Private Wealth Advisor

Learn more about Kevin Roth Wells
Roland (Trey) Raffanti

Roland (Trey) Raffanti

Financial Advisor

Learn more about Roland (Trey) Raffanti

Our team

Vera Feldman

Vera Feldman

Client Relationship Manager,

CERTIFIED FINANCIAL PLANNER™ professional
Pamela Butts

Pamela Butts

Client Service Specialist

Londa Hamrick

Londa Hamrick

Operations Manager,

Client Service Specialist
Martha Thompson

Martha Thompson

Client Service Specialist

Emily Collier

Emily Collier

Client Service Specialist

Lynn Crain

Lynn Crain

Client Service Specialist