Our vision is to be the leading financial services practice where clients have the experience of their financial goals and objectives being deeply understood, followed, and guided along the way.


Our advisors

Andrew Thacker

CRPC, APMA

Private Wealth Advisor

Learn more about Andrew Thacker Visit Andrew Thacker's website

Neil Stowe

MBA, CFP®, CRPC, APMA

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Learn more about Neil Stowe Visit Neil Stowe's website

Mark Nicholson

CFP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Learn more about Mark Nicholson Visit Mark Nicholson's website

Jennifer Casten-Juhl

ChFC®, CDFA®

Financial Advisor

Learn more about Jennifer Casten-Juhl Visit Jennifer Casten-Juhl's website

Scott Scales

CRPC

Financial Advisor

Learn more about Scott Scales Visit Scott Scales's website


Our team

Buffy Pellerito

Buffy Pellerito

Client Service Specialist

Kim Brumfield

Kim Brumfield

Financial Planning Specialist

Megan Black

Megan Black

Receptionist

Jessica Teagardner

Client Service Specialist