With a solid foundation of teamwork, our practice draws on the skills and strengths of each member to achieve our collective goal of helping clients like you meet their financial goals. Together, we can help you feel more confident, connected and in control of your financial life.



Our advisors

Charlene D Clayton

ChFC®

Private Wealth Advisor

Chartered Financial Consultant®
Learn more about Charlene D Clayton Visit Charlene D Clayton's website

Denis Nash

Associate Financial Advisor

Learn more about Denis Nash Visit Denis Nash's website

Jenny T Nash

CFP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Jenny T Nash Visit Jenny T Nash's website

Mary Vertner

CFP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Learn more about Mary Vertner Visit Mary Vertner's website


Our team

Dyan Gronczniak

Operations Manager