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

Cameron West

Financial Advisor

Associate Vice President
Learn more about Cameron West

Brett Moyer

Associate Manager

Vice President
Learn more about Brett Moyer

M Lloyd Barnhardt III

CFP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Learn more about M Lloyd Barnhardt III


Our team

Freda Johnson

Freda Johnson

Registered Client Service Associate

Roma "Suzzie" Hall

Roma "Suzzie" Hall

Registered Client Service Associate