Meet the Team

When it comes to managing your wealth, having the right team to guide and advise you is essential. You can trust our expert wealth consultants 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 Consultant

Samanthia Smith

Wealth Consultant

Matt Howard

Wealth Consultant

Fred Turner

Wealth Consultant

Morgan McCullen

Manager of Wealth Administration

Ty Hoeksema

Investment Analyst

James Wilson

Wealth & Administrative Officer II

Lori Hercules

Wealth Operations & Administrative Officer

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Find Your Wealth Consultant

Trust one of our experienced wealth consultants 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.

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Ready To Get Started?

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

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