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

Brad Shelley

CFP®, ChFC®, CMFA®

Financial Advisor

Learn more about Brad Shelley Visit Brad 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