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

Joseph Brown

CFP®, BFA, APMA, CEPA®, CFS®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Joseph Brown Visit Joseph Brown's website

Patrick Shreve

CFP®

Financial Advisor

Learn more about Patrick Shreve Visit Patrick Shreve's website

Sam Weir

CRPC

Financial Advisor

Learn more about Sam Weir Visit Sam Weir's website

Melissa Thomas

CFP®, ChSNC®

Associate Financial Advisor

Learn more about Melissa Thomas Visit Melissa Thomas's website

Spencer Billings

CFP®

Financial Advisor

Learn more about Spencer Billings Visit Spencer Billings's website


Our team

Mollie Tanner

Client Service Specialist

Ann Blackwood

Client Service Specialist