Personalized Planning Strategies

Drawing on the knowledge and skills of each team member to help build, manage, protect and transition your wealth. Learn More 

Private Wealth Financial Advisor, John Williams, Jr.

Working side by side with you and your family to help navigate the complexities of your wealth. Learn More 

Collaborative Dialogue

Directing our conversations to understand what really matters to you and your family. Learn More 

Commitment to our Community

Strengthening our community with ongoing outreach and support. Learn More 

Our focus is on you and what you want to accomplish with your wealth.

John Williams, Jr.

John Williams, Jr.

  • CFP
  • CIMA
  • CRPC
  • CPWA
  • AAMS
  • Managing Director - Investments
  • Private Wealth Financial Advisor
  • Chartered Advisor in Philanthropy
With more than 30 years’ experience in financial services, I focus on helping clients in identifying objectives, developing appropriate portfolios and working toward goals such as retirement income, estate planning strategies or charitable giving. Read More
Amy M. Roof

Amy M. Roof

  • CFP
  • CRPC
  • CIMA
  • RICP
  • Senior Vice President - Investments
  • Financial Advisor
  • Chartered Advisor in Philanthropy
A cornerstone of investment planning is the recognition that everyone’s economic and life situation is unique. Personalized service is essential when matching clients with the right financial products and services. Read More
Larry H. Beisel Jr.

Larry H. Beisel Jr.

    • Senior Vice President - Investments
    • Financial Advisor
    With more than 34 years of experience as a financial advisor, I have the experience and resources  to assist you with a wide range of investment planning needs. You can depend on me to provide objective advice tailored to your unique goals. Read More
    Travis Taylor

    Travis Taylor

      • First Vice President - Investments
      • Financial Consultant
      As the financial consultant for the team, I work to ensure efficiency and execution of our strategies. Read More
      Service Professionals

      Meet Our Client Associates

      Our focus is on delivering a premium service experience for each client who walks through the door. Our Client Associates help cultivate your connection with the team. Read More



      Photo left to right: Beth Akin, Rebecca Bell, Amber Covington