Financial Advisors
Operational Staff
Sarah Clayton
Associate Advisor
Laurie Fortson
Director of Accounting
Kelly Hale
Senior Client Services Coordinator
John Hayes
Chief Compliance Officer
Kim Kelly
Senior Client Services Coordinator
Mary Clark Lack, CWS®
Client Services Coordinator
Alice Mello
Client Services Coordinator
Samantha Pickering, CFP®
Director of Operations
Cynthia Williams
Office Administrator
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