Who We Are

We educate. It’s our job to help you understand your investment plan – not only what you own, but how each investment aligns with your plan.

We communicate. We believe in transparency, client communication, and 24/7 online access.

We believe. We practice what we preach.

We learn. As the markets evolve, we take purposeful steps toward evolving our advice along with them.

Location

Meet Our Team

Greg Talbot

Greg Talbot

Private Wealth Financial Advisor
Managing Director - Investments


William Beard

William Beard, CIMA

Private Wealth Financial Advisor
Managing Director - Investments


Nick Langrall

Nick Langrall

Senior Financial Advisor
Managing Director - Investments


Tim Ferguson

Senior Financial Advisor
Senior Vice President - Investments


Ashley Robinson

Registered Client Associate


Why Invest With Us

Why Invest With Us

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