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.

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Our advisors

Lauren Doodeman

CFA®

Private Wealth Advisor

Managing Director
Learn more about Lauren Doodeman Visit Lauren Doodeman's website

Jeff Hodges

CFP®, CRPC, CFS®

Private Wealth Advisor

Managing Director
Learn more about Jeff Hodges Visit Jeff Hodges's website

Eric Olimb

CFP®, APMA

Financial Advisor

Associate Vice President
Learn more about Eric Olimb Visit Eric Olimb's website

Aaron A. Franklin

Registered Practice Associate

Learn more about Aaron A. Franklin Visit Aaron A. Franklin's website


Our team

Justin Flatter

Justin Flatter

Registered Client Service Associate

Jennifer L. Miller

Jennifer L. Miller

Registered Client Service Associate,

Practice Manager