Our Team

Chris Jones, CFP®, CKA®, CPA
Financial Advisor

Bill Poland, CRPS®, CRPC®, CKA®, CPFA®, CMP®
Financial Advisor
David Belk, CFP®, CEPA®, CKA®
Financial Advisor


Jessica Neisler
Chief Compliance Officer, Operations Manager

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Financial Advisor
Financial Advisor
Financial Advisor
Chief Compliance Officer, Operations Manager