Our team provides financial experience focused on you and your goals. Together, we offer a breadth of knowledge, specialized advice and ongoing dedication to exceptional service.



Our advisors

Bryan Barragate

CRPC

Financial Advisor

Associate Vice President
Learn more about Bryan Barragate Visit Bryan Barragate's website

Kenneth Lowe

Financial Advisor

Associate Vice President
Learn more about Kenneth Lowe Visit Kenneth Lowe's website

Mark Cooperrider

CFP®

Financial Advisor

Associate Vice President
Learn more about Mark Cooperrider Visit Mark Cooperrider's website


Our team

Pamela Simon

Pamela Simon

Client Service Coordinator

Zahkir Hillmon-Baker

Zahkir Hillmon-Baker

Client Service Associate