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

Don Bates Jr

Financial Advisor

Learn more about Don Bates Jr

Joe Wesley

Financial Advisor

Learn more about Joe Wesley


Our team

Stephanie Thompson

Administrative Assistant