Our staff members not only have the knowledge and experience to help you pursue your financial goals, but they are extremely nice people. We are always ready to address your concerns, to answer your questions, and to put you at ease. We invite you to click on each of our pictures below to learn more about each member of our team.

Jim Trull
AIF®, CFP®, Wealth Manager

Christopher Walsh
Financial Planning Assistant
  

Tami Hollingsworth
Client Relationship Manager
Director of Business Development
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