About our team

Our team cares about what is important to you. In a world of impersonalization, we listen and focus on creating solutions that are relevant to your situation. Our strength comes from weaving together our diverse backgrounds to see the world through multiple lenses. We believe the whole is greater than the sum of its parts and we achieve that through collaboration. As we work with you to navigate lifes ups and downs, our core values of family, integrity, reputation, service and knowledge provide the framework for our advice and guidance as we work with you to achieve your hopes and dreams.

Global Insight Monthly

Global Insight Cover Image - April 2024High Expectations

Most major equity markets have moved to new high ground, propelled by expectations for interest rate cuts. But we are not out of the woods yet. Read the Global Insight Monthly »

Take the next step

Whether you're a current client who would like to review your portfolio, or a potential client that would like to learn more about our approach, we would love to hear from you. To set up a consultation, contact us.

Latest Insights

Federal Reserve building with dramatic lighting

Don’t fight (or fear) the Fed

The U.S. central bank is an incredibly powerful institution that can exert influence on essentially any U.S. dollar-denominated asset. However, we believe the Fed is also widely misunderstood.

Read more

Bulletin Board

Julie Asher, CFP®

First Vice President - Branch Director, Consulting Group

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Sally Hedrick

Senior Vice President - Financial Advisor, Consulting Group


Scott Johnson, AIF®, AWM

First Vice President - Financial Advisor, Consulting Group


Hailey Jacobs

Senior Registered Client Associate