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

Shana Hudson

CFP®

Private Wealth Advisor

Business Financial Advisor
Learn more about Shana Hudson Visit Shana Hudson's website


Our team

Jordan Lautt

Paraplanner,

Client Service Coordinator
Srishtti Soni

Srishtti Soni

Client Service Specialist