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

Jay Gazzier

APMA, CRPC

Branch Manager

Managing Director
Learn more about Jay Gazzier Visit Jay Gazzier's website

Matt Catron

CRPC, APMA

Financial Advisor

Associate Vice President
Learn more about Matt Catron Visit Matt Catron's website

Johnathon Wayne Johnson

APMA

Financial Advisor

Learn more about Johnathon Wayne Johnson Visit Johnathon Wayne Johnson's website

Stephanie Hartman

APMA

Registered Practice Associate

Learn more about Stephanie Hartman Visit Stephanie Hartman's website


Our team

Marcella Glazener

Marcella Glazener

Client Service Associate

Kelly Roy

Kelly Roy

Client Service Associate

Chantel Cobbs

Chantel Cobbs

Client Service Associate

Johnathan Johnson

Johnathan Johnson

Associate Advisor