Our team provides financial experience focused on you and your goals. Together, we offer a breadth of knowledge, specialized advice and ongoing dedication to exceptional service.



Our advisors

Don Alderman

Financial Advisor

Managing Director
Learn more about Don Alderman Visit Don Alderman's website

Jamie O'Brien

APMA

Branch Manager

Managing Director
Learn more about Jamie O'Brien Visit Jamie O'Brien's website

Scott Laney

APMA

Financial Advisor

Managing Director
Learn more about Scott Laney Visit Scott Laney's website


Our team

Britt Farr

Britt Farr

Client Service Associate

Qualifications

  • Columbia College, B.S. in Business Administration and Leadership, 1999

Roles & Responsibilities

  • Client Service
  • New Client Intake
  • Account Transfers/Rollovers
  • Money Movement
  • Scheduling
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Nicole V. Schleier

Nicole V. Schleier

Registered Client Service Associate

Qualifications

  • Charleston College, B.S. in Business Administration, 1998
  • Series 7
  • Series 63
  • Insurance License: Variable Life & Accident/Health

Roles & Responsibilities

  • Client Service
  • New Client Intake
  • Account Transfers/Rollovers
  • Money Movement
  • Scheduling
View more