Our team is proud to provide a breadth of experience, specialized financial knowledge and elevated level of service to all our clients. We work together to serve your goals and help you meet your financial future with more confidence.



Our advisors

Jeff Allen Santos

CFP®

Branch Manager

Associate Vice President
Learn more about Jeff Allen Santos Visit Jeff Allen Santos's website

Keith Ronald Davis

CFP®

Private Wealth Advisor

Managing Director
Learn more about Keith Ronald Davis Visit Keith Ronald Davis's website


Our team

Jennifer Judd

Client Service Specialist