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

John (JJ) Hughes

BFA, CRPC, APMA

Private Wealth Advisor

Learn more about John (JJ) Hughes Visit John (JJ) Hughes's website

Jennifer Daffron

CRPC, AAMS, BFA, APMA

Financial Advisor

Learn more about Jennifer Daffron Visit Jennifer Daffron's website

Marc Hall

CKA®, RICP®, APMA, BFA

Financial Advisor

Certified Kingdom Advisor
Learn more about Marc Hall Visit Marc Hall's website

Steve Clark

CRC®, APMA

Financial Advisor

ACCREDITED PORTFOLIO MANAGEMENT ADVISOR™
Learn more about Steve Clark Visit Steve Clark's website

Bradley Bosenberg

CFP®, APMA

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Learn more about Bradley Bosenberg Visit Bradley Bosenberg's website

Jerry Carden

CFP®, CPA, PFS, CRPS

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Jerry Carden Visit Jerry Carden's website

Zach Estes

MBA, CFP®, APMA

Financial Advisor

Learn more about Zach Estes Visit Zach Estes's website


Our team

Lisa Johnson

Lisa Johnson

Client Service Manager

Barbara Helms

Barbara Helms

Client Relationship Manager

Jessi Thomas

Jessi Thomas

Operations Manager

Stephanie Davidson

Stephanie Davidson

Client Service Specialist