Get to know my dedicated team

Each of us are committed to providing exceptional service. If you need to schedule an appointment, request service, or have a question about a policy or account, please don't hesitate to contact us.

Photo of Co-Founder and Private Wealth Advisor M. Paul Armstrong

M. Paul Armstrong

CFP®

Co-Founder and Private Wealth Advisor

Photo of Wealth Management Advisor Steven M Thagard

Steven M Thagard

MBA, CLU®, ChFC®, CAP®, CFP®

Wealth Management Advisor

Photo of Investment Lead Pedro Afonso

Pedro Afonso

AWMA®, RICP®

Investment Lead

Photo of Marketing Manager Courtney McDaniel

Courtney McDaniel

Marketing Manager