Our advisors

Steve Hanley

MBA

Financial Advisor

Franchise Owner
Learn more about Steve Hanley Visit Steve Hanley's website

Kelsey Lovett

CFP®, CEPA®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Learn more about Kelsey Lovett Visit Kelsey Lovett's website

Samuel Vaughan

CFP®, CRC®

Associate Financial Advisor

Learn more about Samuel Vaughan Visit Samuel Vaughan's website


Our team

Charlene DeVargas

Charlene DeVargas

Business Development Manager,

Client Service Coordinator

Qualifications

  • Series 7 Licensed

View more
Whitney Davis

Whitney Davis

Client Service Specialist

Julie Alexander

Julie Alexander

Client Service Specialist