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.

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Team photo

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Our advisors

Glenn Yarbrough

CFP®, CLU®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER® professional
Learn more about Glenn Yarbrough Visit Glenn Yarbrough's website

Dallas Yarbrough

APMA®

Financial Advisor

Learn more about Dallas Yarbrough Visit Dallas Yarbrough's website


Our team

Kellie Cofer

Kellie Cofer

Client Service Associate

David Harris

David Harris

Registered Client Service Associate

Kirti Hoiyani

Kirti Hoiyani

Client Service Associate