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Wealth Advisors
for
Individuals
Families
Non-Profit Organizations
Corporations
By coordinating the various aspects of your financial life into a cohesive plan that you understand, you will have confidence and peace of mind in achieving your goals.
-Ray Henderson CFP®, CLU®, ChFC®, CASL®, RICP®
Expert Financial Guidance
We help make complex financials easy to understand.
Ray Henderson CFP®, CLU®, ChFC®, CASL®, RICP®
President and Chief Executive Officer
Wealth Management Advisor
Stephanie Davis, WMCP®, RICP®
Executive Vice President and Chief Compliance Officer
Wealth Management Advisor
Naomi T. Brock
Associate Wealth Management Advisor
Paige Bishop
Chief Marketing Officer
Brody Rosenfeld, CPA, CFP®
Director of Financial Planning
Elias (Eli) Young, CFP®
Financial Plan Manager
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Vanessa Henderson
Client Appreciation Associate
Advisors...and friends.
Strong relationships are built upon a foundation of trust and mutual respect over many years. In addition to serving as your advisor, we also typically become very good friends. Complicated finances and money are overwhelming for many people, but not for us. We enjoy it, and we enjoy making it plain, putting things into terms you understand. If you have a complex financial situation and would like to know if an ongoing advisory relationship could benefit you and your family, we'd love to hear from you!
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