Our team is proud to provide a breadth of experience, specialized financial knowledge and elevated level of service to all our clients. We work together to serve your goals and help you meet your financial future with more confidence.



Our advisors

Michael Wetherington

CRPC, CMFA®

Private Wealth Advisor

Chartered Retirement Planning Counselor™
Learn more about Michael Wetherington Visit Michael Wetherington's website

Mary Norman-Hales

Associate Financial Advisor

Learn more about Mary Norman-Hales Visit Mary Norman-Hales's website

Scott Bowen

Associate Financial Advisor

Learn more about Scott Bowen Visit Scott Bowen's website


Our team

Tommie Dildy

Office Manager

Laura Wetherington

Administrative Assistant

Jake Wetherington

Intern