MEET OUR GROUP

We provide you with innovative strategies we believe are necessary to take control of your financial future. Our purpose is to help cushion the effects of the critical financial events in your life, allowing you to stay on track and move toward reaching your financial goals and objectives.

Amy K. Arthur, CFP®, SE-AWMA™

Managing Director - Investments
Fundamental Choice Portfolio Manager

Joshua C. Woodby, CFP®, RICP®, SE-AWMA™

Managing Director - Investments
Private Wealth Advisor
PIM Portfolio Manager

Adrienne Brenstuhl

Officer
Senior Client Associate

Tenia Howell

Client Associate