Our team is proud to provide a breadth of experience, specialized financial knowledge and elevated level of service to all our clients. We work together to serve your goals and help you meet your financial future with more confidence.



Our advisors

Carol Harper

CRPC, RICP®

Private Wealth Advisor

Managing Director
Learn more about Carol Harper Visit Carol Harper's website

Chelsea Alexander

APMA

Financial Advisor

Associate Vice President
Learn more about Chelsea Alexander Visit Chelsea Alexander's website


Our team

Denise Day

Denise Day

Client Service Associate

Morgan Griffith

Morgan Griffith

Client Service Associate