About

Through tailored and timely financial and investment advice, our goal is to help clients succeed financially and work toward their life goals. Whether you’re in the early stages of building wealth or facing complex retirement- or estate-planning choices later in life, we’re ready and equipped to help you make decisions for your future.

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Lee J. Blackwell, PIM Portfolio Manager®

Branch Manager
Senior Financial Advisor

Rachell LaVasseur, CRPS, ABFP

Senior Financial Advisor

Sarah C. Herndon, CFP

Senior Financial Advisor

Drew M. Moomaw, CFP

Senior Financial Advisor

Christopher Gonzalez

Operations Manager

Kimberly Law

Administrative Manager

Rachel Ferrante

Client Service Associate

Jonathan Vega

Client Service Associate

Why Invest With Us

Why Invest With Us

Your financial needs and goals are uniquely your own. When investing or working with us, you’ll benefit from a flexible, customizable planning approach and the support of a company dedicated to helping investors thrive and succeed.

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