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

Ted Davis

CFP®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Ted Davis Visit Ted Davis's website

James Mumaw

CFP®

Private Wealth Advisor

Learn more about James Mumaw Visit James Mumaw's website

Katherine Mumaw

CFP®

Financial Advisor

Financial Planning Specialist
Learn more about Katherine Mumaw Visit Katherine Mumaw's website

Natalie Davis

BFA, CRPC

Financial Advisor

Learn more about Natalie Davis Visit Natalie Davis's website

Jackson Thomas

CFP®, BFA

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Jackson Thomas Visit Jackson Thomas's website

Benjamin Devine

MSFS, CFP®, RICP®, APMA, ChFC®, CRPC, CAP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Benjamin Devine Visit Benjamin Devine's website

Matthew Lang

CFP®

Financial Advisor

Learn more about Matthew Lang Visit Matthew Lang's website

Ben Tuck

CRPC, APMA

Financial Advisor

Learn more about Ben Tuck Visit Ben Tuck's website

Declan O'Connell

CFP®

Financial Advisor

Learn more about Declan O'Connell Visit Declan O'Connell's website

Wrenn Cox

CFP®

Financial Advisor

Learn more about Wrenn Cox Visit Wrenn Cox's website

Braxton Gilmer

Associate Financial Advisor

Learn more about Braxton Gilmer Visit Braxton Gilmer's website


Our team

Andy Aro

Andy Aro

Office Manager

Chris Berry

Chris Berry

Operations Manager