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

James Harrington

CFP®, AAMS

Private Wealth Advisor

Managing Director
Learn more about James Harrington Visit James Harrington's website

Karen D Higgins

APMA, CRPC

Private Wealth Advisor

Managing Director
Learn more about Karen D Higgins Visit Karen D Higgins's website

Scott Matheson

CFP®, APMA

Private Wealth Advisor

Managing Director
Learn more about Scott Matheson Visit Scott Matheson's website

Larry Murphy

MBA, CMFA®

Financial Advisor

Vice President
Learn more about Larry Murphy Visit Larry Murphy's website

Chris Anders

CRPC

Financial Advisor

Vice President
Learn more about Chris Anders Visit Chris Anders's website

Josh Martinez

APMA

Registered Practice Associate

Learn more about Josh Martinez Visit Josh Martinez's website

Sean Evan Connor

APMA

Financial Advisor

Learn more about Sean Evan Connor Visit Sean Evan Connor's website


Our team

Rachel Black

Rachel Black

Registered Client Service Associate

Patricia L. Jorgensen

Patricia L. Jorgensen

Client Service Associate