Our advisors

Heath Bartlett

APMA

Financial Advisor

Managing Director
Learn more about Heath Bartlett Visit Heath Bartlett's website

Nathan Price

CFP®, APMA

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Nathan Price Visit Nathan Price's website

Webb Atkinson

CFP®, AWMA℠, CRPC, APMA

Private Wealth Advisor

Managing Director
Learn more about Webb Atkinson Visit Webb Atkinson's website


Our team

Andrea Hallas

Andrea Hallas

Operations Leader

Fred Johnson

Fred Johnson

Registered Client Service Associate

Cathie Merriman

Cathie Merriman

Client Service Associate