Team
We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.
Our team of financial professionals can help you address:
- Investing principles and strategies
- Retirement investing and distribution strategies
- Estate conservation issues
- Risk management
We also can answer your questions, including:
- Can I retire early?
- Are my investments working hard enough?
- What’s the best approach for college savings?
- What are the elements of a sound estate strategy?
- Do I have enough life insurance for my family?
Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.
Melissa Lott
Client Experiences Manager
Melissa joined our team in August 2021 as our Operations Manager. She has several years of administrative, customer service, and marketing experience. She helps facilitate an efficient working environment. She graduated with a BA in...
Renée Gwyther, MBA, CFP®
Wealth Manager
Renée specializes in holistic wealth management and financial planning solutions customized for clients of all ages experiencing life-changing transition. She recognizes that whatever happens in her clients’ lives, there...
Sabrina Autry
Operations Manager