Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.
No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.
Brandi Holmes, CFP
Wealth Advisor
"Everyone deserves to have a BFF (Best Friend in Finance)".
Eric Copeland, CFP®
Private Wealth Advisor
Not long ago, my travels in Ireland brought me some special insights. As I stood in the doorway of a fifteenth-century castle, I thought about times past. And since I am a financial planner, I thought about financial planning as it...
Wallace Carlson
Private Wealth Advisor
Wallace is a Wealth Manager working closely with a select clientele to assist them through the challenging, and sometimes confusing, world of financial markets. Wallace previously worked with Fidelity Investments assisting clients with...
Janene Warren, CFP®
Private Wealth Advisor
“Experience is what you get when you didn't get what you wanted. And experience is often the most valuable thing you have to offer.” ― Randy Pausch, The Last Lecture Janene Warren, CFP® is a seasoned and experienced...
Shannon DeLoach
Client Relations Manager
Client Centered
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.