Bio
Strategic Partner & Advisor
Mike Brown
Financial Advisor, Partner
Kathleen Barlow
Financial Advisor, Managing Director
Melissa Clark
Director of Planning
Angela Lessor CDFA® CFP®
Financial Advisor
Mark Newfield CFP® & RICP®
Financial Advisor & Managing Director
Brett Agnew CFP®
Financial Advisor
Kristin Bartlow CFP®, CLU®, RICP®, CHFC®, WMCP®
Financial Advisor, Managing Director
Laurie Adams RICP®
Financial Advisor, Managing Director