We work closely with a select group of families and businesses in the management of their financial needs.

They employ us to leverage our time, experience, and expertise required to care for their wealth.  We strive to understand and provide input in all facets of their financial affairs, therefore creating a deeper, longer-term relationship than typically expected from a financial advisor.

Carl Turner, AWM

Senior Vice President - Financial Advisor, Senior Consulting Group

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Frank Fisher, AWM, CFP®

Senior Vice President - Financial Advisor, Consulting Group

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Missy Daniels

Senior Investment Associate


Renee Griffin

Senior Client Associate


Client Strategies Team

The Client Strategies Team is a resource to help support you in your wealth planning goals, developing a strong understanding of your personal financial objectives, gathering valuable information and addressing complex financial and wealth strategies issues. Explore the bios below to learn more about the team.

Les Williams

Wealth Strategist

Sean Gray

Wealth Management Consultant

Tom Nagle

Trust Consultant

Let's start the conversation

If you want to discuss your portfolio or have financial questions, please fill out the below form.

To protect your privacy, we ask that you not send any confidential information, such as bank account numbers, credit card information or account details, through this contact us form.

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