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

Ray Clark

CFP®, CRPC

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Learn more about Ray Clark

Laura Dean

CMFA®

Associate Financial Advisor

Certified Military Financial Advisor®
Learn more about Laura Dean

Evalyn Clark

BFA, CRPC

Associate Financial Advisor

Learn more about Evalyn Clark


Our team

Alyssa Wetterlund

Alyssa Wetterlund

Operations Manager

Roles & Responsibilities

  • Operations Expert
  • Client Relationship Management
  • Business Development Manager
View more
Logan Callahan

Logan Callahan

Client Service Specialist

Roles & Responsibilities

  • Scheduling Expert
  • Event Coordinator
  • Secure Site & Client Support Specialist
View more