Meet the Team

Our Wealth Advisors

When it comes to managing your wealth, having the right team to guide and advise you is essential. You can trust our expert wealth advisors to take the time to get to know you and become your financial advocate. We will help guide you through all of your financial decisions.

Tim Britt

Chief Wealth Management Officer

Larry Allen

Senior Investment Strategist

Jason York

Wealth Management Development Officer

Samanthia Smith

Wealth Management Development Officer

Morgan McCullen

Fiduciary Officer

Ty Hoeksema

Investment Analyst

James Wilson

Wealth Administration Specialist

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Find Your Wealth Advisor

Trust one of our experienced wealth advisors to help you navigate financial planning and create wealth-building strategies, to enable long-term success and give you the peace of mind you deserve.

Search Wealth Advisors

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Ready To Get Started?

Our experienced wealth advisors want to help you live a life well-planned by creating investment strategies with your goals and priorities in mind.

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