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

W. Reid Howard

CFP®, MBA

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about W. Reid Howard Visit W. Reid Howard's website

Jason Sweitzer

CFP®

Financial Advisor

Learn more about Jason Sweitzer Visit Jason Sweitzer's website

Daniel Kim

CRPC

Private Wealth Advisor

Learn more about Daniel Kim Visit Daniel Kim's website

Ed Clyburn Jr

AAMS

Financial Advisor

Franchise Owner
Learn more about Ed Clyburn Jr Visit Ed Clyburn Jr's website

Sung Lee

CRPC

Financial Advisor

Chartered Retirement Planning Counselor™
Learn more about Sung Lee Visit Sung Lee's website

Kamal Malhis

MBA

Financial Advisor

Learn more about Kamal Malhis Visit Kamal Malhis's website

Farzana Sultana

MBA, CRPC

Financial Advisor

Learn more about Farzana Sultana Visit Farzana Sultana's website


Our team

Carie Zamarripa

Carie Zamarripa

Practice Manager

Donna Campbell

Donna Campbell

Client Concierge

Joyce Kim

Joyce Kim

Client Service Manager

Ryan Lawson

Ryan Lawson

Client Relationship Manager

Patrick Morton

Patrick Morton

Paraplanner

Isabel Piscusa

Isabel Piscusa

Administrative Assistant

Sarah Flinkfelt

Sarah Flinkfelt

Administrative Assistant

Kaitlyn Catron

Kaitlyn Catron

Client Service Coordinator

Vincent Hagy

Vincent Hagy

Paraplanner