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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Advisors

James Thorpe

CFP®

Private Wealth Advisor

Business Financial Advisor
Visit James Thorpe's website


Team

Samantha Granata

Samantha Granata

Financial Advisor

Dale Bender

Paraplanner

Kimari Harris

Administrative Assistant

Personal Intro

Kimari (or Kim) is our newest team member. She provides exceptional client service and holds key responsibilities including: scheduling and confirming appointments, meeting follow up tasks, scanning, and filing. Outside of the office Kimari enjoys reading and exercising.

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