WHO WE ARE

Our Team

We’re here to support your financial journey. Get to know our team and connect with us today.

Ky McCarty

Senior Vice President, Financial Advisor

Brandon Brown, CIMA, CRPC

Senior Vice President, Financial Advisor, Co-Branch Manager

John Eden, CFP

Senior Vice President, Financial Advisor

Michelle Dockter, APMA, CFP, ChFC

Senior Vice President, Financial Advisor, Co-Branch Manager

Ben Porter, CPWA

Vice President, Financial Advisor

Brandon Long

Associate Vice President, Financial Advisor

Andy Brown, CFA

Financial Advisor

Sandy D'Angelo

Associate Financial Advisor

Shanna Wiley

Senior Registered Associate

Mary Pope

Client Associate

Jennifer Malmstrom

Registered Client Associate

Cheryl Cowan

Registered Client Associate