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

Erin Wynn Masters

CFP®

Private Wealth Advisor

Managing Director
Learn more about Erin Wynn Masters Visit Erin Wynn Masters's website

Galin Wynn Crist

CFP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Galin Wynn Crist Visit Galin Wynn Crist's website


Our team

Kirstin Wynn Moore

Kirstin Wynn Moore

Client Service Associate,

Client Concierge