Broker Check

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. Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial services world.

Amy Milar

Amy Milar

Wealth Management Advisor

Dewayne Eddy

Dewayne Eddy

Wealth Management Advisor

Andrea Boyd

Andrea Boyd

Client Services, Marketing

Kim Blaxton

Kim Blaxton

Client Services, Operations

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.

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