Our advisors

Barry Shelley

CFP®, CLU®, ChFC®, CASL®, CKA®, MSFS

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Barry Shelley Visit Barry Shelley's website

Bradley Shelley

CFP®, ChFC®, CMFA®

Financial Advisor

Learn more about Bradley Shelley Visit Bradley Shelley's website

AJ Herman

Associate Financial Advisor

Learn more about AJ Herman Visit AJ Herman's website


Our team

Taylor Peddicord

Client Service Manager