Our advisors

John Wright

MBA

Private Wealth Advisor

President of Wright and Associates
Learn more about John Wright Visit John Wright's website

James Wright

CRPC

Financial Advisor

Learn more about James Wright Visit James Wright's website

Joseph Allen

CFP®, MBA

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Joseph Allen Visit Joseph Allen's website

Scott Craven

CFP®, BFA

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Learn more about Scott Craven Visit Scott Craven's website


Our team

Lillian Bird

Lillian Bird

Client Relationship Manager