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.
Meet Our Team

James R. Julian
Senior Vice President - Investment OfficerFinancial Advisor

Ryan M. Black, CFP
Vice President - Investment OfficerFinancial Advisor

Renae A. Brown
Senior Registered Client AssociateVice President

Rachelle Flees
Senior Registered Client AssociateWhy Invest With Us
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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.