Team

 
  • Trevor Lawson, CFP®, AIF®, RICP®, CDFA®

    Financial Advisor

  • Corbin Oliver, CFP®, AIF®, RICP®

    Financial Advisor

  • Andrew K. Rose, CFP®, CLU®, RICP®

    Financial Advisor

  • William Smith, CFP®, AIF®, AEP®, RICP®, LUTCF, CLTC

    Advanced Planning Advisor

  • Scott D. Sorrell, CLU®, ChFC®, CFP®, AIF®, RICP®, CASL®, CLTC

    Advanced Planning Advisor

  • Kent Thompson, CFP®, MSFS

    Financial Advisor