Our advisors

Jeri Nutt

CFP®, CIMA®

Financial Advisor

Learn more about Jeri Nutt Visit Jeri Nutt's website

C Lancer Erwin

CPA

Private Wealth Advisor

Franchise Owner
Learn more about C Lancer Erwin Visit C Lancer Erwin's website

Kendra Maclean

CRPC

Financial Advisor

Chartered Retirement Planning Counselor™
Learn more about Kendra Maclean Visit Kendra Maclean's website

Kobe Hood

Associate Financial Advisor

Learn more about Kobe Hood Visit Kobe Hood's website

Tim Mills

CFP®

Financial Advisor

Learn more about Tim Mills Visit Tim Mills's website


Our team

Alex Wilson

Alex Wilson

Client Service Specialist

Zoey Ball

Zoey Ball

Client Service Specialist,

Assistant