Meet the Team
At our firm, we have the client—and only the client—in mind.
Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.
Advisors
Andrew La Forge, RICP®
Financial Advisor
Bret Smith, ChFC®, CLU®, CFP®, MSFS
Chief Executive Officer, Financial Planner
Chris Rivers
Agent
Christian Isaly
Financial Advisor
Elliott (Lee) Harris IV
Financial Advisor
Jesse Smith, ChFC®
Chief Operations Officer, Financial Advisor
Matthew Graham, CFP®, ChFC®, AIF®
Chief Growth Officer, Financial Planner
Richard Sharpe
Financial Advisor
Steve Dalfino
Director of Investment Research, Financial Advisor
Staff
Bret Smith, ChFC®, CLU®, CFP®, MSFS
Chief Executive Officer, Financial Planner
Jesse Smith, ChFC®
Chief Operations Officer, Financial Advisor
Matthew Graham, CFP®, ChFC®, AIF®
Chief Growth Officer, Financial Planner
Steve Dalfino
Director of Investment Research, Financial Advisor
Lissa Ferrell
Sr. Customer Service Associate
Morgan Phekoo
Sales Assistant
Debbie Carmack
Administrative Assistant
Kelly Nicioli
Administrative Assistant
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.