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.



Our advisors

Derek S. Mears

MBA, CFP®, CIMA®, CKA®

Private Wealth Advisor

Managing Director
Learn more about Derek S. Mears Visit Derek S. Mears's website

Michaela Pryor

CFP®, APMA

Associate Advisor

Learn more about Michaela Pryor Visit Michaela Pryor's website


Our team

Michelle Hopkins

Michelle Hopkins

Client Service Associate,

Client Concierge