Our team believes that true financial success starts with understanding your story.

We are devoted to building meaningful connections, rooted in trust and a deep commitment to your unique vision for the future. Together, we’re not just managing wealth—we’re crafting a legacy of financial security that will last for generations.


Our advisors

Chris M. Garcia

CFP®, CRPC, AWMA℠, APMA

Private Wealth Advisor

Chief Executive Officer of Azimont Group
Learn more about Chris M. Garcia Visit Chris M. Garcia's website

Lynn A Corniello

MBA, CFP®, CLTC®, APMA

Private Wealth Advisor

Managing Partner of Azimont Group
Learn more about Lynn A Corniello Visit Lynn A Corniello's website

Nicholas Adamson

CRPC, CLTC®

Private Wealth Advisor

Managing Partner of Azimont Group
Learn more about Nicholas Adamson Visit Nicholas Adamson's website

Tanya B Radford

CRPC

Financial Advisor

Chief Operating Officer of Azimont Group
Learn more about Tanya B Radford Visit Tanya B Radford's website

Harry Sidhu

MBA

Financial Advisor

Learn more about Harry Sidhu Visit Harry Sidhu's website

Chris Black

CRPC

Financial Advisor

Chartered Retirement Planning Counselor™
Learn more about Chris Black Visit Chris Black's website

Timothy McNally

CRPC, AWMA℠, APMA

Associate Financial Advisor

Learn more about Timothy McNally Visit Timothy McNally's website

Kaitlin M Foster

Associate Financial Advisor

Learn more about Kaitlin M Foster Visit Kaitlin M Foster's website

Christopher Splawn

MBA

Associate Financial Advisor

Learn more about Christopher Splawn Visit Christopher Splawn's website

Sarah Elizabeth Wilson

CRPC, AWMA℠

Associate Financial Advisor

Learn more about Sarah Elizabeth Wilson Visit Sarah Elizabeth Wilson's website

Destinee DeHart

CRPC, CMFA®

Associate Financial Advisor

Learn more about Destinee DeHart Visit Destinee DeHart's website

Christian Bean

Associate Financial Advisor

Learn more about Christian Bean Visit Christian Bean's website

Keaton Price

Associate Financial Advisor

Learn more about Keaton Price Visit Keaton Price's website


Our team

Sherrie Sawyer

Sherrie Sawyer

Client Service Coordinator

Cindy Tilley

Cindy Tilley

Client Service Coordinator

Rian Nelson

Rian Nelson

Client Concierge

Heather Shapan

Heather Shapan

Client Service Coordinator