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

Jason King

CFP®, APMA

Private Wealth Advisor

Managing Director
Learn more about Jason King Visit Jason King's website

Rebecca K Baughman

APMA

Financial Advisor

Managing Director
Learn more about Rebecca K Baughman Visit Rebecca K Baughman's website

Melissa Townes

Registered Practice Associate

Learn more about Melissa Townes Visit Melissa Townes's website

William Carl

CRPC, APMA

Financial Advisor

Associate Vice President
Learn more about William Carl Visit William Carl's website


Our team

Karen Anne Jones

Karen Anne Jones

Registered Client Service Associate

Qualifications

  • NASD Series 7, 63, 66
  • Life & Health Insurance License

Roles & Responsibilities

  • Estate Settlement
  • Trading
  • Client Service Requests
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Amanda Hamilton

Amanda Hamilton

Client Service Associate

Roles & Responsibilities

  • Appointment Scheduling
  • Marketing
  • Account Paperwork & New Account Setup
  • Client Service Requests
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Akul Jain

Akul Jain

Client Service Associate