EXPERIENCED TEAM

Certified Financial Planners

From our corporate team to your local office, we’re all here to serve you.

Paraplanner

Levi May

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Wealth Advisor

Jonathan Williams

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Paraplanner

Casey Yates

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Chief Investment Officer

Scott Lavelle, CFA, CAIA, FRM

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Partner, Senior Wealth Advisor

Arron Brisard

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Wealth Advisor

William Brisard

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Financial Planning Specialist

Corey Jones

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401(k) Specalist

Franco Sacco

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Trader

Jake Gagliardi

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