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

Kevin D Briggs

LUTCF®, CRPC

Private Wealth Advisor

Franchise Owner
Learn more about Kevin D Briggs Visit Kevin D Briggs's website

Jacob Cooley

CPA

Financial Advisor

Learn more about Jacob Cooley Visit Jacob Cooley's website


Our team

Patty Grubb

Patty Grubb

Client Service Manager

Tamara Strom

Tamara Strom

Practice Manager