Our Team

We help our clients pursue their wealth management goals through careful advice, astute investment management, and a fiduciary standard of care.

 

Cody Ashton

Financial Advisor

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Michael Bird

Financial Advisor

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David Dorsey

Financial Advisor

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Chad Mitton

Financial Advisor

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Eric Bird, CFP®

Financial Advisor

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Arrah-Wonah Nester

Financial Advisor

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Brian Smalley

Operations Manager

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Kendra Tillett

Office Manager

Zack MacPhee, EA

Financial Advisor

 

Let us help secure your future.