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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Team photo

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Advisors

Marques Bobo

Financial Advisor

Visit Marques Bobo's website

Stephen Carter

MBA, CFP®, ChFC®, CLU®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Stephen Carter's website

Rebecca Robinson

CFP®, ChFC®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Rebecca Robinson's website


Team

Angela Girouard

Angela Girouard

Office Manager

Michael Navarro

Michael Navarro

Client Service Coordinator