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.

Matthew Junkins

President
Owner

Paul Sikes

Senior Vice President
Financial Advisor

Jeff Mercer

Senior Vice President
Financial Advisor

Christina Somerville

Director of Client Service

Matthew Milewski

Client Service Manager