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.

image of Carl Turner

Carl Turner, AWM

Senior Vice President - Financial Advisor, Senior Consulting Group

Email |
image of Frank Fisher

Frank Fisher, AWM, CFP®

Senior Vice President - Financial Advisor, Senior Consulting Group

Email |
image of Missy Daniels

Missy Daniels

Senior Investment Associate

image of Renee Griffin

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

Alex Lesyk

Wealth Management Consultant

Cathy Walker

Trust Consultant