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

Sean Carroll

Private Wealth Advisor

Learn more about Sean Carroll Visit Sean Carroll's website

Evelyn Dinkins

MSFS, CFP®, CFS®, CRPC, CAS©

Private Wealth Advisor

Business Financial Advisor
Learn more about Evelyn Dinkins Visit Evelyn Dinkins's website

Angela M De Lion

CFP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Angela M De Lion Visit Angela M De Lion's website

Daniel Spencer

APMA

Financial Advisor

ACCREDITED PORTFOLIO MANAGEMENT ADVISOR™
Learn more about Daniel Spencer Visit Daniel Spencer's website

Guy Moore

CRPC, AAMS, CKA®

Financial Advisor

Learn more about Guy Moore Visit Guy Moore's website

Patti Puckett

CFP®, CRPC

Financial Advisor

Franchise Owner
Learn more about Patti Puckett Visit Patti Puckett's website

Enos Slauson

CRPC

Financial Advisor

Learn more about Enos Slauson Visit Enos Slauson's website

Barry Kaufman

CIMA®, AAMS

Financial Advisor

Certified Investment Management Analyst®
Learn more about Barry Kaufman Visit Barry Kaufman's website

Christopher Rowe

APMA

Financial Advisor

Learn more about Christopher Rowe Visit Christopher Rowe's website


Our team

Gabrielle LaManna

Gabrielle LaManna

Operations Specialist

Roles & Responsibilities

  • Manages Advisors Schedule
  • Assists with System Processes and Oversight
  • Directing, Planning, and Coordinating Marketing Efforts
  • Handling Social Media, Public Relation Efforts, and Content Marketing
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Donna Feraco

Donna Feraco

Client Service Coordinator

Roles & Responsibilities

  • Directs Calls and Email Correspondence
  • Client Meeting Preparation
  • Maintains Confidential Client Data
  • Relationship Management
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Melanie Leonard

Melanie Leonard

Client Service Specialist

Roles & Responsibilities

  • Assist Financial Advisors with a high-level of client service
  • Manages and organizes office work flow at an expert level
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Davis Blackmon

Davis Blackmon

Financial Planning Specialist