Our Mission
Our mission is to help control the controllable aspects of your financial affairs and serve as the first point of contact for all financial needs of your family. We want you to feel confident through our professional planning, personal communication, and a team of specialists to lead you through every season of life.
Meet Our Team
Will David Coleman, CFP, CEPA
Private Wealth Financial Advisor
Managing Director - Investments
Justin M. Webb, CRPC, CEPA
Private Wealth Financial Advisor
Managing Director - Investments
Jeremy R. Stephens, CFP, CEPA
Managing Director - Investments
Matt Ragan, QPFC
First Vice President - Investments
Senior Financial Advisor
Chirag Delwadia, CIMA, CFP, CEPA
Vice President - Investments
Blake Schmitt
Client Performance Analyst
Senior Assistant Vice President
Shelly Patterson
Senior Registered Client Associate
Assistant Vice President
Awards and Accolades
2026
2026 Forbes Best-in-State Wealth Management Teams: Awarded January 2026; Data compiled by SHOOK Research LLC based on the time period from 3/31/24 - 3/31/25 (Source: Forbes.com). Review award disclosure
2025 | 2023
2025 Forbes Best-In-State Wealth Advisors; Awarded April 2025; Data compiled by SHOOK Research LLC based on the time period from 6/30/23- 6/30/24 (Source: Forbes.com). 2023 Forbes Best-In-State Wealth Advisors: Awarded April 2023; Data compiled by SHOOK Research LLC based on the time period from 6/30/21 - 6/30/22. The Forbes Best-in-State Wealth Advisors rating algorithm is based on the previous year’s industry by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey experience, interviews, compliance records, assets under management, revenue and other criteria was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
2020 Forbes Top Next-Gen Wealth Advisors: Awarded July 2020; Data compiled by SHOOK Research LLC based on the time period from 3/31/19 - 3/31/20 (Source: Forbes.com).The Forbes Top Next-Gen Wealth Advisors (AKA America's Top Next-Gen Wealth Advisors) rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
2019
2019 Forbes Top Next-Gen Wealth Advisors Best-In-State: Awarded June 2019; Data compiled by SHOOK Research LLC based on the time period from 3/31/18 - 3/31/19 (Source: Forbes.com). The Forbes Top Next-Gen Wealth Advisors Best-in-State rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
Why Designations Matter
We believe the specialties represented by our professional designations are an added benefit when reviewing your investment plan. Whether you are planning for retirement, planning for a transfer of wealth, or diversifying your portfolio, we’re able to help with your specific needs.
Here’s an explanation of each of the designations:
Will David Coleman, Jeremy Stephens, and Chirag Delwadia
CFP® professionals must develop their theoretical and practical knowledge by completing a comprehensive course of study at a college or university offering a curriculum approved by the CFP Board, and pass the comprehensive CFP® Certification Exam. The exam is scheduled to take 10 hours to complete and tests each candidate’s knowledge, comprehension, application, analysis, and synthesis of financial topics. They must also complete several years of experience related to delivering planning services to clients prior to earning the right to use the CFP® certification trademarks. CFP® professionals are held to the highest of standards, as outlined in CFP Board’s Standards of Professional Conduct. They are obligated to uphold the principles of integrity, objectivity, competence, fairness, confidentiality, professionalism, and diligence as outlined in the CFP Board’s Code of Ethics.
Chirag Delwadia
CIMA® professionals integrate a complex body of investment knowledge, ethically contributing to prudent investment decisions by providing objective advice and guidance to individual investors and institutional investors. The CIMA® certification program is the only credential designed specifically for financial professionals who want to attain a level of competency as an advanced investment consultant. The CIMA® certification program covers five core topic areas and requires that candidates meet all eligibility requirements, including experience, education, examination, and ethics.
Justin Webb
Individuals who hold the CRPC® designation have completed a course of study encompassing pre- and post-retirement needs, asset management, estate planning and the entire retirement planning process using models and techniques from real client situations. Additionally, individuals must pass an end-of-course examination that tests their ability to synthesize complex concepts and apply theoretical concepts to real-life situations. All designees have agreed to adhere to Standards of Professional Conduct and are subject to a disciplinary process. Designees renew their designation every two years by completing 16 hours of continuing education.
Matt Ragan
The Qualified Plan Financial Consultant (QPFC) credential – developed by some of the nation’s leading advisors and retirement plan experts – demonstrates a knowledge, expertise and commitment to working with retirement plans. Plan advisors who earn their QPFC demonstrate the expertise required to act as a plan fiduciary or help plan fiduciaries manage their roles and responsibilities.
Will David Coleman, Jeremy Stephens, and Chirag Delwadia
CFP® professionals must develop their theoretical and practical knowledge by completing a comprehensive course of study at a college or university offering a curriculum approved by the CFP Board, and pass the comprehensive CFP® Certification Exam. The exam is scheduled to take 10 hours to complete and tests each candidate’s knowledge, comprehension, application, analysis, and synthesis of financial topics. They must also complete several years of experience related to delivering planning services to clients prior to earning the right to use the CFP® certification trademarks. CFP® professionals are held to the highest of standards, as outlined in CFP Board’s Standards of Professional Conduct. They are obligated to uphold the principles of integrity, objectivity, competence, fairness, confidentiality, professionalism, and diligence as outlined in the CFP Board’s Code of Ethics.
Chirag Delwadia
CIMA® professionals integrate a complex body of investment knowledge, ethically contributing to prudent investment decisions by providing objective advice and guidance to individual investors and institutional investors. The CIMA® certification program is the only credential designed specifically for financial professionals who want to attain a level of competency as an advanced investment consultant. The CIMA® certification program covers five core topic areas and requires that candidates meet all eligibility requirements, including experience, education, examination, and ethics.
Justin Webb
Individuals who hold the CRPC® designation have completed a course of study encompassing pre- and post-retirement needs, asset management, estate planning and the entire retirement planning process using models and techniques from real client situations. Additionally, individuals must pass an end-of-course examination that tests their ability to synthesize complex concepts and apply theoretical concepts to real-life situations. All designees have agreed to adhere to Standards of Professional Conduct and are subject to a disciplinary process. Designees renew their designation every two years by completing 16 hours of continuing education.
Matt Ragan
The Qualified Plan Financial Consultant (QPFC) credential – developed by some of the nation’s leading advisors and retirement plan experts – demonstrates a knowledge, expertise and commitment to working with retirement plans. Plan advisors who earn their QPFC demonstrate the expertise required to act as a plan fiduciary or help plan fiduciaries manage their roles and responsibilities.
