Our advisors

David Provenzano

MBA, CFP®

Private Wealth Advisor

Business Financial Advisor
Learn more about David Provenzano Visit David Provenzano's website

John Keown

MBA, CFP®, CRPC, APMA, ADPA

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about John Keown Visit John Keown's website

Lorianne Williams

BFA, APMA

Financial Advisor

Behavioral Financial Advisor
Learn more about Lorianne Williams Visit Lorianne Williams's website

Mike Purzner

APMA

Financial Advisor

Learn more about Mike Purzner Visit Mike Purzner's website


Our team

Stacey Davis

Stacey Davis

Paraplanner,

Financial Planning Analyst
Kristal Briggs

Kristal Briggs

Practice Manager

Chandler Cullip

Chandler Cullip

Office Manager

Angie Barnes

Paraplanner

Jamie Catlett

Client Service Coordinator

Alexis Tincher

Administrative Assistant