Team

How We Work

How We Work

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

Our team approach adds perspective to all we do and provides increased benefits to our clients.

Meet Your Advocates

Chris  Cotterell

Chris Cotterell

Managing Partner

Angela  Morrison

Angela Morrison

V.P. of Operations

Jeff  Reid

Jeff Reid, CFP®

Director of Wealth Management & Financial Planning

Thomas  Stine

Thomas Stine, CFP®

Director of Retirement Plan Services

Caleb  Fry

Caleb Fry

Financial Planner

Dru  Dearing

Dru Dearing

Client Relations Associate