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

Brett Dalton

CFP®, APMA, CRPC

Branch Manager

Managing Director
Learn more about Brett Dalton Visit Brett Dalton's website

Scott Durrett

Financial Advisor

Associate Vice President
Learn more about Scott Durrett Visit Scott Durrett's website

Sheila Renee Quattlander

CRPC, BFA

Registered Practice Associate

Learn more about Sheila Renee Quattlander Visit Sheila Renee Quattlander's website


Our team

Antonio Goodwin

Registered Operations Leader