About Us

Location

Meet Our Team

Chad Reynolds

Chad Reynolds, CFP, AAMS

Managing Director - Investments
Senior Financial Advisor


Allison Coward

Allison Taylor Coward

Senior Financial Advisor
Senior Vice President – Investments


Jim Phillips, MBA

Financial Advisor
First Vice President - Investments


Jessica Nardozzi

Marketing Client Associate


Keith Howell

Registered Client Associate


Sasha Goldberg

Financial Advisor