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

Quin Gardner

CFP®

Private Wealth Advisor

Managing Director
Learn more about Quin Gardner Visit Quin Gardner's website

Kelly Miller

CRPC

Financial Advisor

Associate Vice President
Learn more about Kelly Miller Visit Kelly Miller's website

Scott Jeppson

APMA, CRPC

Financial Advisor

ACCREDITED PORTFOLIO MANAGEMENT ADVISOR™
Learn more about Scott Jeppson Visit Scott Jeppson's website


Our team

Amie Thompson

Amie Thompson

Registered Client Service Associate,

Client Concierge
Sarah Moon

Sarah Moon

Client Service Associate,

Client Service Specialist