Our team is proud to provide a breadth of experience, specialized financial knowledge and elevated level of service to all our clients. We work together to serve your goals and help you meet your financial future with more confidence.



Advisors

Phil Harmon

CFP®, ChFC®, CLU®

Financial Advisor

Franchise Owner
Visit Phil Harmon's website

Zoe Wilbur

CFP®, ChFC®

Financial Advisor

Visit Zoe Wilbur's website

Trey Schuiteman

Associate Financial Advisor

Visit Trey Schuiteman's website

Brad Buist

CRPC

Financial Advisor

Chartered Retirement Planning Counselor™
Visit Brad Buist's website


Team

Melea Price

Melea Price

Paraplanner

Samantha Hirsch

Samantha Hirsch

Client Service Specialist