Our advisors

Brian Floyd

MS, CFP®, CRPC, APMA, MPAS

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Learn more about Brian Floyd Visit Brian Floyd's website

Marc Arnold

CFP®, CLU®, ChFC®, CMFC, CDFA®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Marc Arnold Visit Marc Arnold's website

Jacob Verno

CRPC

Financial Advisor

Learn more about Jacob Verno Visit Jacob Verno's website


Our team

Lori Cale

Lori Cale

Administrative Assistant

Lisa Miser

Lisa Miser

Administrative Assistant

Joyce Shouldis

Joyce Shouldis

Administrative Assistant

Chelsea Ball

Administrative Assistant