Let's Talk
We'd like to help you achieve what's possible
You may have something in motion in your financial life. Let's start there. Schedule a meeting or ask any question.
Frank J. Esposito, CFA
Managing Partner
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Niki Woodworth, CFP®
Managing Partner
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Joshua Johnson
Vice president, Financial Advisor
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Thomas Hanusek
Portfolio Manager, Systems Specialist
Justin Peacock, CFP®
Managing Director
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Kevin Stillman
Portfolio Manager
Elizabeth Reed
Client Service Associate