Broker Check

At our firm, we have the client—and only the client—in mind.

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating our clients so they can grasp personal and business finance. We feel a commitment to our community.

We have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services as we coordinate and facilitate industry professionals (accountants, attorney's, etc.) to simultaneously come together in the development and execution of your strategy. This approach has far-reaching benefits for our clients and will far exceed your expectations.

Executive Leaders

Kym Davis

Kym Davis

President, Chief Compliance Officer, CFO

Doyel Price

Doyel Price, Jr.

Vice President of Adviser Acquisitions, Financial Adviser

Operations

Abe  Felix

Abe Felix

Client Services Representative

Alyssa Filippi

Alyssa Filippi

Client Services Representative

Amanda Swann

Amanda Swann

Client Services Representative

Amy Lee-Simpson

Amy Lee-Simpson

Lead Client Services Representative

Brandon Jackson

Brandon Jackson

Client Services Representative

Dawn Hagman

Dawn Hagman

Compliance Internal Auditor

Fred Brown

Fred Brown

Client Services Representative

Juli Winn

Juli Winn

Lead Processing Specialist

Tyler Laurel

Tyler Laurel

Director of Operations

Yanelle Martinez

Yanelle Martinez

Processing Specialist

Client Centered

Client Centered

Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.