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