About Us

We want you to be a confident investor so you can work toward your life goals and dreams. We will strive to empower you through customized, goal-oriented investment strategies. Long-term relationships are built on the trust we aim to earn through integrity, hard work and service.

Bruce H. Vaughn, Jr., CFP

Managing Director - Investments
Senior Financial Advisor

Teresa A. Dyer

Financial Consultant
Assistant Vice President

Stephanie Johnson

Financial Advisor
First Vice President - Investments

Linda Jones

Senior Client Associate