Our advisors

Nathan Daugherty

CFP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Nathan Daugherty Visit Nathan Daugherty's website

Robert Nowe

Financial Advisor

Franchise Owner
Learn more about Robert Nowe Visit Robert Nowe's website


Our team

Maggie Pharazyn

Maggie Pharazyn

Financial Planning Specialist

Leah Nowe

Leah Nowe

Administrative Assistant,

Office Manager
Connor Nowe

Connor Nowe

Client Service Specialist