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

Charles Palacios

CFP®, APMA, ChSNC®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Charles Palacios Visit Charles Palacios's website

Amanda Palacios

APMA

Financial Advisor

Learn more about Amanda Palacios Visit Amanda Palacios's website


Our team

Gina Compton

Gina Compton

Client Service Specialist,

Operations Manager
Emily Jones

Emily Jones

Client Service Specialist

Qualifications

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