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

Bob Wilson Jr

CFP®, APMA

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Learn more about Bob Wilson Jr Visit Bob Wilson Jr's website

Todd Darling

CFP®, APMA

Financial Advisor

Managing Director
Learn more about Todd Darling Visit Todd Darling's website


Our team

Natalie Barber

Natalie Barber

Client Service Associate