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

Stephen Overton

CFP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Learn more about Stephen Overton

Chris M Sankey

CRPC, APMA

Branch Manager

Financial Advisor
Learn more about Chris M Sankey

Alyse Duffy

CRPC

Registered Practice Associate

Learn more about Alyse Duffy