Our advisors

Jeremy Vernon Combe

CFP®, ChFC®, MSFS, APMA

Private Wealth Advisor

Managing Director
Learn more about Jeremy Vernon Combe Visit Jeremy Vernon Combe's website

Norannsy Chieuchin

CRPC, APMA

Financial Advisor

Chartered Retirement Planning Counselor™
Learn more about Norannsy Chieuchin Visit Norannsy Chieuchin's website

Travis Combe

MSFP, CFP®, MPAS, APMA

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Learn more about Travis Combe Visit Travis Combe's website

Jermaine Jamison

CFP®, BFA, APMA, AWMA℠, CRPC, AAMS

Branch Manager

ACCREDITED WEALTH MANAGEMENT ADVISOR™
Learn more about Jermaine Jamison Visit Jermaine Jamison's website

Peter Christenson

CFA®, CRPC, CDFA®, RICP®

Financial Advisor

Associate Vice President
Learn more about Peter Christenson Visit Peter Christenson's website


Our team

Daniel Mendoza

Daniel Mendoza

Client Service Associate