Collaboration is the key to helping our clients pursue their personal, family, and financial goals. The combined experience of the individuals brings a wide breadth of knowledge that helps protect, preserve, and grow what is important to those who depend on us for advice. Our team is committed to empowering our clients through passion, empathy, and a fiduciary-based approach.
Associates
William D. Smith, CPWA®, CFP®, AIF®, AEP®, RICP®, LUTCF, CLTC
Advanced Planning Advisor
Scott D. Sorrell, CFP®, AIF®, AEP®, ChFC®, CLU®, RICP®, CASL®, CLTC
Advanced Planning Advisor
