Todd Lynch, Senior Financial Advisor; Tammy Childress, Senior Registered Client Associate; Conrad Graham, Senior Financial Advisor

With over 50 years of combined experience, we pride ourselves on taking an extremely personal approach to managing our clients’ wealth.  Our team members will contribute their vast and diversified investment experience to every aspect of your financial world.  Our knowledge, dedication and accessibility will become apparent as we work to develop, implement and review your investment plan. 

We believe the only way to develop the right wealth management strategy for you is to fully understand and appreciate your priorities, your concerns and your highest aspirations.  These are the principles that will keep us on the path to achieving your long-term objectives in an ever changing financial world.