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

Jennifer Ibarguen

CRPC, APMA, RFC®

Private Wealth Advisor

Managing Director
Learn more about Jennifer Ibarguen Visit Jennifer Ibarguen's website

Jeffery Malcolm Davis

Financial Advisor

Managing Director
Learn more about Jeffery Malcolm Davis Visit Jeffery Malcolm Davis's website

Matt Gunnip

Financial Advisor

Managing Director
Learn more about Matt Gunnip Visit Matt Gunnip's website

Aaron Hunter

Associate Manager ACD

Learn more about Aaron Hunter Visit Aaron Hunter's website

Mike DiPasquale

MBA, CRPC, APMA

Registered Practice Associate

Learn more about Mike DiPasquale Visit Mike DiPasquale's website

Monica Smith

Registered Practice Associate

Learn more about Monica Smith Visit Monica Smith's website

Jeff Davis

APMA

Financial Advisor

Learn more about Jeff Davis Visit Jeff Davis's website


Our team

Rayeann L Ison

Rayeann L Ison

Registered Client Service Associate,

Client Relationship Specialist