Broker Check

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

Angela Seguro

Angela Seguro, CFP®

Financial Planner

Bret Smith

Bret Smith, ChFC®, CLU®, CFP®, MSFS, AIF®

Chief Executive Officer, Financial Planner

Christian Isaly

Christian Isaly

Financial Advisor

Jesse Smith

Jesse Smith, ChFC®

Chief Operations Officer, Financial Advisor

Matthew Graham

Matthew Graham, CFP®, ChFC®

Chief Growth Officer, Financial Planner

Richard Sharpe

Richard Sharpe

Financial Advisor

Steve Dalfino

Steve Dalfino

Director of Investment Research, Financial Advisor

Staff

Bret Smith

Bret Smith, ChFC®, CLU®, CFP®, MSFS, AIF®

Chief Executive Officer, Financial Planner

Jesse Smith

Jesse Smith, ChFC®

Chief Operations Officer, Financial Advisor

Matthew Graham

Matthew Graham, CFP®, ChFC®

Chief Growth Officer, Financial Planner

Steve Dalfino

Steve Dalfino

Director of Investment Research, Financial Advisor

Kim Cox

Kim Cox

Director of Compliance

Lissa Ferrell

Lissa Ferrell

Sr. Customer Service Associate

Debbie Carmack

Debbie Carmack

Administrative Assistant

Jim Dunn

Jim Dunn

Director of Growth and Development

Morgan Phekoo

Morgan Phekoo

Sales Assistant

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.