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.

Kevin R. McKinnon, CFP®, CFA®, CPWA®

President
Branch Manager

    Matthew M. Wright

    Partner
    Senior Financial Advisor

      Moussa Hanna

      Senior Financial Advisor

        Mallory Caravia, CFP®

          Wendy Carroll

          Senior Branch Administrator

            Alex Price

            Director of Business Development