Our advisors

Beau Stone

CFP®

Financial Advisor

Managing Director
Learn more about Beau Stone Visit Beau Stone's website

Kathy Kicklighter

Financial Advisor

Managing Director
Learn more about Kathy Kicklighter Visit Kathy Kicklighter's website

Melissa McHagan

Registered Practice Associate

Learn more about Melissa McHagan Visit Melissa McHagan's website


Our team

Beth Stone

Beth Stone

Client Service Associate