About Us
We want to help you succeed financially through a better understanding of topics from investing and retirement, to estate planning strategies and wealth preservation. We strive to provide excellent customer service and empower you to be a confident investor.
Meet Our Team
Ryan A. Culpepper
Senior Vice President – InvestmentsPIM Portfolio Manager
Sam Pennell
Senior Vice President – InvestmentsPIM Portfolio Manager
Angela Gonzalez
Senior Registered Client AssociateWhy Invest With Us
Your financial needs and goals are uniquely your own. When investing or working with us, you’ll benefit from a flexible, customizable planning approach and the support of a company dedicated to helping investors thrive and succeed.