Your Goals and Dreams, Our Guidance

You are pursuing your financial goals and deserve someone who can help you with advice and guidance. We are here to listen and help you plan for your future with confidence. We are backed by the resources, expertise, and investment selection of one of the nation’s most recognized financial services companies. Let us help you develop an investment strategy that is flexible and tracks your goals.

About Us

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.

Cole Nathan

Senior Vice President - Investments
Financial Advisor

Hugh Sloan

Senior Vice President - Investments
Financial Advisor
PIM Portfolio Manager

Blake Sloan

Assistant Vice President - Investments
Financial Consultant

Brian Mahoney, CFP

Assistant Vice President
Financial Consultant

Wendy Peppers

Assistant Vice President
Senior Registered Client Associate

Samantha Capps

Client Associate

Industry Recognition