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

Collin Soule

CFP®, CRPC, APMA

Private Wealth Advisor

Chartered Retirement Planning Counselor™
Learn more about Collin Soule Visit Collin Soule's website

David Berry

CFP®, APMA, CIMA®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Learn more about David Berry Visit David Berry's website

Kerri Buchman

CFP®, BFA, APMA

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Kerri Buchman Visit Kerri Buchman's website


Our team

AmberLee Johnson

AmberLee Johnson

Client Service Coordinator,

Chartered Retirement Planning Counselor™
Jessica Simpson

Jessica Simpson

Client Relationship Manager

Beth Perkins

Financial Planning Specialist

Qualifications

  • Juris Doctorate, Widener Unversity School of Law
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