Our Team

Owners and Executives

Financial Advisors

Operational Staff

Sarah Clayton
Client Services Coordinator

Laurie Fortson
Director of Accounting

Iris Goggin
Receptionist

Joel Greenway
Associate Advisor

Mary Clark Ferguson
Client Services Coordinator

Kelly Hale
Senior Client Services Coordinator

John Hayes
Chief Compliance Officer

Kim Kelly
Senior Client Services Coordinator

Alice Mello
Client Services Coordinator

Samantha Pickering, CFP®
Director of Operations

Susie Pryor
Receptionist

Nate Wilinski
Associate Advisor