Our advisors

Seth T. Evans

CFP®, MBA, MS, MPAS, APMA, AWMA℠, CRPC

Private Wealth Advisor

Managing Director
Learn more about Seth T. Evans Visit Seth T. Evans's website

Neko Papez

APMA

Financial Advisor

ACCREDITED PORTFOLIO MANAGEMENT ADVISOR™
Learn more about Neko Papez Visit Neko Papez's website


Our team

Melissa O'Brien

Melissa O'Brien

Operations Leader