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

Derrick Wells

MBA, AAMS, CLTC®, CRPC

Financial Advisor

Franchise Owner
Learn more about Derrick Wells

Alex Vantlin

Financial Advisor

Financial Planning Specialist
Learn more about Alex Vantlin


Our team

Tammy Morgan

Tammy Morgan

Administrative Assistant