Our team provides financial experience focused on you and your goals. Together, we offer a breadth of knowledge, specialized advice and ongoing dedication to exceptional service.


Advisors

Heath Bartlett

APMA®

Financial Advisor

Managing Director
Visit Heath Bartlett's website

Webb Atkinson

CFP®, AWMA, CRPC, APMA®

Private Wealth Advisor

Managing Director
Visit Webb Atkinson's website

Nathan Price

CFP®, APMA®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Nathan Price's website

David Taylor

Financial Advisor

Vice President
Visit David Taylor's website

Stephen West

Financial Advisor

Managing Director
Visit Stephen West's website

Richard Bunch

Financial Advisor

Vice President
Visit Richard Bunch's website


Team

Gina Spehl

Gina Spehl

Registered Operations Leader