James P. Martin
Partner & Director of Advisory | Private Wealth Advisor | CFP®, CRPC, MBA
Jim Stone
Partner & Private Wealth Advisor | CFP®, CLU, ChFC, CRPC
Andrea Sheikh
Partner & Chief of Staff | CFP®, CIMA®, CAIA®
Andy Burdsall
Managing Director & Private Wealth Advisor
Chad Kihm
Private Wealth Advisor
Daniel Crumpacker
Private Wealth Advisor | CFP®, CEPA®
Jordan Howard
Private Wealth Advisor | CFP®, CPWA®, CDFA®, AAMS™, MBA
Mindy Zatta
Private Wealth Advisor | CFP®, BFA, CRPC®, MBA
