With a solid foundation of teamwork, our practice draws on the skills and strengths of each member to achieve our collective goal of helping clients like you meet their financial goals. Together, we can help you feel more confident, connected and in control of your financial life.



Our advisors

Katie Jo Swasey

APMA

Financial Advisor

Associate Vice President
Learn more about Katie Jo Swasey Visit Katie Jo Swasey's website

Jason Townsend Lambert

APMA, CRPC

Private Wealth Advisor

Managing Director
Learn more about Jason Townsend Lambert Visit Jason Townsend Lambert's website

Dustin Guy Martin

APMA

Financial Advisor

Vice President
Learn more about Dustin Guy Martin Visit Dustin Guy Martin's website

David Robert Topper

APMA

Financial Advisor

Vice President
Learn more about David Robert Topper Visit David Robert Topper's website


Our team

Clarissa Laub

Clarissa Laub

Operations Leader

Crystal Giles

Crystal Giles

Client Service Associate