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.

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Our advisors

David Shackelford

CFP®, CRPC

Financial Advisor

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

Norm Bahramipour

Financial Advisor

Associate Vice President
Learn more about Norm Bahramipour Visit Norm Bahramipour's website


Our team

Ginger Tedesco

Client Service Associate

Audrey Hennessey

Client Service Associate