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

Karen Thompson

BFA, CRPC

Financial Advisor

Learn more about Karen Thompson Visit Karen Thompson's website

Jason Thompson

CFP®

Financial Advisor

Learn more about Jason Thompson Visit Jason Thompson's website


Our team

Naomi Cline

Naomi Cline

Administrative Assistant