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

Brian Langford

CFP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Brian Langford Visit Brian Langford's website

Charles C Lee

CFP®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Charles C Lee Visit Charles C Lee's website

Cathy Grimes

Associate Financial Advisor

Learn more about Cathy Grimes Visit Cathy Grimes's website


Our team

Kimberly Lignell

Kimberly Lignell

Client Service Coordinator

Lea Ann Radkey

Lea Ann Radkey

Client Service Manager