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

Advisor photo for David Shackelford

David Shackelford

CFP®, CRPC

Branch Manager

Vice President
Visit David Shackelford's website


Team

Audrey Hennessey

Client Service Associate