Our advisors

H Bradley Whatley

CFP®, CPA, PFS

Financial Advisor

Learn more about H Bradley Whatley Visit H Bradley Whatley's website

Jim Galpin

MBA, CFP®, BFA

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Learn more about Jim Galpin Visit Jim Galpin's website

Akash Gupta

MBA, CPA

Financial Advisor

Learn more about Akash Gupta Visit Akash Gupta's website


Our team

Isabella Garcia

Isabella Garcia

Operations Manager