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

Robbin Duren

CFP®, ChFC®, CASL®, APMA

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Robbin Duren

Jessica Hensley

CFP®, CRPC, APMA, AWMA℠

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Jessica Hensley

James Tyson

Financial Advisor

Learn more about James Tyson


Our team

Lori Lesher

Lori Lesher

Practice Manager

Lisa Pavan

Lisa Pavan

Client Service Coordinator

Maureen Lenart

Maureen Lenart

Client Service Coordinator

Virginia Bowman

Virginia Bowman

Client Service Coordinator

Patrick Hardin

Patrick Hardin

Financial Planning Specialist,

CERTIFIED FINANCIAL PLANNER™ professional