With a solid foundation of teamwork, our practice draws on the skills and strengths of each member to achieve our collective goal of helping clients like you meet their financial goals. Together, we can help you feel more confident, connected and in control of your financial life.



Our advisors

Jay Bingham

CRPC, APMA

Financial Advisor

Learn more about Jay Bingham Visit Jay Bingham's website

Don Berkey

CFP®, CLU®, CRPC, ChFC®

Financial Advisor

Learn more about Don Berkey Visit Don Berkey's website

Kevin R Young

CFP®, CPA, PFS

Financial Advisor

Learn more about Kevin R Young Visit Kevin R Young's website

Pamela R Mason

APMA

Financial Advisor

Learn more about Pamela R Mason Visit Pamela R Mason's website

Sarah Porter

CRPC, APMA

Financial Advisor

Learn more about Sarah Porter Visit Sarah Porter's website


Our team

Patricia Hill

Patricia Hill

Client Service Specialist,

Office Manager
Mona Hoffman

Mona Hoffman

Client Service Specialist,

Office Manager