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

Chris Thompson

CFP®, CRPC, CMFA®

Private Wealth Advisor

Managing Director
Learn more about Chris Thompson Visit Chris Thompson's website

Todd A Perkins

Financial Advisor

Vice President
Learn more about Todd A Perkins Visit Todd A Perkins's website


Our team

Sarah Blackley

Sarah Blackley

Registered Client Service Associate