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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Advisors

Kevin M Stuart

Financial Advisor

Visit Kevin M Stuart's website


Team

Jessica Askew

Jessica Askew

Paraplanner,

Financial Planning Assistant

Qualifications

  • Series 7 license, Series 66 license
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Renae Watson

Renae Watson

Client Service Specialist,

Operations Specialist
Sandra Cato

Sandra Cato

Office Manager