About Us

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Working with Us

Meet Our Team

Wendy Buchanan, AAMS®, AWMA® Managing Director - Investments

Wendy Buchanan, AAMS, AWMA

Managing Director - Investments


Robert Coker, MBA, Financial Advisor

Robert Coker, MBA

Financial Advisor


Claudette Chandler, AAMS®, Senior Registered Client Associate

Claudette Chandler, AAMS

Senior Registered Client Associate


Brenda Cooke, Senior Client Associate, Assistant Vice President

Brenda Cooke

Senior Client Associate
Assistant Vice President


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