Our team provides financial experience focused on you and your goals. Together, we offer a breadth of knowledge, informed advice and ongoing dedication to outstanding service.


Our advisors

David Shackelford

CFP®, CRPC

Branch Manager

Vice President
Learn more about David Shackelford Visit David Shackelford's website

Kurt King

CFP®

Financial Advisor

Vice President
Learn more about Kurt King Visit Kurt King's website


Our team

Ginger Tedesco

Client Service Associate

Audrey Hennessey

Client Service Associate