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

Rick Overy

Private Wealth Advisor

Learn more about Rick Overy

Noah Scruggs

CFP®

Private Wealth Advisor

Learn more about Noah Scruggs


Our team

Heather Fletcher

Heather Fletcher

Client Relationship Manager

Stephanie Barber

Stephanie Barber

Client Relationship Manager