Broker Check

Meet Our Team

At our firm, we have the client—and only the client—in mind.

We specialize in finding solutions that are closely aligned with your specific needs and objectives. Our team of Professionals give you access to a wider range of knowledge and experience. Our clients benefit from our team approach in a variety of different ways.

John

John "Bryan" Philpott

Founding Managing Member/Investment Advisor Representative

Thomas “Keith” Kelly

Thomas “Keith” Kelly

Managing Member/Investment Advisor Representative

Tina Armada - Eynard

Tina Armada - Eynard

Chief Compliance Officer/Director of Operations

Thomas

Thomas "TJ" Farrell CFP®

Investment Advisor Representative

Jaime Guevara

Jaime Guevara

Client Relationship Manager/Investment Advisor Representative

Greg Padgitt

Greg Padgitt CFP®

Investment Advisor Representative

Antonio Burkett

Antonio Burkett CFP®

Client Relationship Manager/Investment Advisor Representative

Trent Derrick

Trent Derrick

Investment Advisor Representative

Susie Fletcher

Susie Fletcher

Client Relationship Manager to T. Keith Kelly

Jessica Miller

Jessica Miller

Client Relationship Manager to J. Bryan Philpott

Lindsey Spencer

Lindsey Spencer

Executive Assistant/Marketing Coordinator

Client Centered

Client Centered

Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.