Our team provides financial experience focused on you and your goals. Together, we offer a breadth of knowledge, specialized advice and ongoing dedication to exceptional service.



Our advisors

Brandon Hayes

CFP®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Learn more about Brandon Hayes Visit Brandon Hayes's website

Jay D Jacobs

CFP®

Private Wealth Advisor

Learn more about Jay D Jacobs Visit Jay D Jacobs's website

Mark Powers

CFP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Mark Powers Visit Mark Powers's website

Ryan Hayes

CRPC, APMA

Financial Advisor

ACCREDITED PORTFOLIO MANAGEMENT ADVISOR™
Learn more about Ryan Hayes Visit Ryan Hayes's website

Liz Alles

CRPC, APMA

Financial Advisor

Chartered Retirement Planning Counselor™
Learn more about Liz Alles Visit Liz Alles's website


Our team

Hema Vyas, CFP

Hema Vyas, CFP

Financial Planning Specialist

Benjamin L. Franz

Benjamin L. Franz

Investment Manager

Shelly Spain

Shelly Spain

Client Service Manager

Jennifer Fair

Jennifer Fair

Client Service Coordinator

Mackenzie Schmidt

Mackenzie Schmidt

Marketing Manager

Karen Lively, CFP

Karen Lively, CFP

Paraplanner

Qualifications

  • CFP

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Lisa Libbert

Lisa Libbert

Client Service Coordinator