
David Kerber, CFP®, CRPC®, MPAS®, ABFP℠
Sr. Wealth Advisor, Sr. Director

CJ Smith, CFP®, CDFA®
Wealth Advisor

David Rich, CFP®
Wealth Advisor

James Taylor, CFP®, CEPA
Sr. Wealth Advisor
Our unified in-house team across financial planning, investment management, tax, estate, insurance and more—all coordinated by an advisor focused on serving you, not finding new clients.