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

Josh Baker

CFP®

Private Wealth Advisor

Managing Director
Learn more about Josh Baker

Shane Phillips

APMA, CRPC, CEPA®

Financial Advisor

Managing Director
Learn more about Shane Phillips


Our team

Sara Zadegan

Sara Zadegan

Client Service Associate