With a solid foundation of teamwork, our practice draws on the skills and strengths of each member to achieve our collective goal of helping clients like you meet their financial goals. Together, we can help you feel more confident, connected and in control of your financial life.



Our advisors

Mark Walker

CFP®, ChFC®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Mark Walker Visit Mark Walker's website

Mark Davey

CFP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Mark Davey Visit Mark Davey's website

Gary T Moss Jr

CFP®, APMA

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Gary T Moss Jr Visit Gary T Moss Jr's website

James Newman

CFP®, CRPC

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Learn more about James Newman Visit James Newman's website

Bradford J. Sabol

Associate Financial Advisor

Learn more about Bradford J. Sabol Visit Bradford J. Sabol's website

Susan W Singleton

Associate Financial Advisor

Learn more about Susan W Singleton Visit Susan W Singleton's website

Tanner Trites

Associate Financial Advisor

Learn more about Tanner Trites Visit Tanner Trites's website


Our team

Amanda Batson-Lamb

Amanda Batson-Lamb

Financial Planning Specialist

Kristin Laxton

Kristin Laxton

Paraplanner,

Client Service Specialist
Lydia Smith

Lydia Smith

Administrative Assistant

Kailyn Jones

Kailyn Jones

Client Service Coordinator

Becca Adkins

Becca Adkins

Client Service Coordinator

Becky Clements, CFP®

Becky Clements, CFP®

Operations Specialist

John Andrew Warren

John Andrew Warren

Intern