Our team provides financial experience focused on you and your goals. Together, we offer a breadth of knowledge, specialized advice and ongoing dedication to exceptional service.



Our advisors

Julie Marks

CFP®, CPA

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Julie Marks Visit Julie Marks's website

Jefferson Harris

CFP®, CRPC

Financial Advisor

Learn more about Jefferson Harris Visit Jefferson Harris's website

Lisa Donaldson

CFP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Lisa Donaldson Visit Lisa Donaldson's website


Our team

Anna Hundley

Anna Hundley

Client Service Coordinator

Garrett Perez

Garrett Perez

Financial Planning Assistant

Sherri Floyd

Sherri Floyd

Marketing Specialist

Pamela Landry

Pamela Landry

Receptionist

Mason Pieratt

Mason Pieratt

Financial Planning Assistant

Tyler Toth

Tyler Toth

Financial Planning Assistant

Kristen Tharp

Kristen Tharp

Paraplanner