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

Lee J Palmer III

AAMS, CRPC

Private Wealth Advisor

Learn more about Lee J Palmer III Visit Lee J Palmer III's website

Brett S May

MSF

Financial Advisor

Learn more about Brett S May Visit Brett S May's website

Adam Karrigan

CFP®

Financial Advisor

Learn more about Adam Karrigan Visit Adam Karrigan's website

James Grove

AAMS

Financial Advisor

Learn more about James Grove Visit James Grove's website


Our team

Ashley Fairchild

Ashley Fairchild

Administrative Assistant

Kaitlyn Braud

Kaitlyn Braud

Client Service Specialist

Mallory Burnside

Mallory Burnside

Client Service Manager