Our Team

Larry Keudell, CFP®

Senior Investment Advisor Representative, Senior Partner

Michael Morrison

Senior Investment Advisor Representative, Managing Partner

Joel K. Blount

Senior Investment Advisor Representative, Partner

Stephanie A. Smith

Senior Investment Advisor Representative, Partner

J. Michael Morelli, CFP®

Investment Advisor Representative

Max Elvrom, CFP®️, CKA®️, AAMS®️, CRPC®️

Senior Investment Advisor Representative

Amanda Shine

Chief Operating Officer, Chief Compliance Officer, Partner

Kendra Shanley, MBA

Technology Director, Compliance Associate

Amy Marsh

Client Service Associate

Debbie Layman

Receptionist

Our Partners

Our five partners bring over 80 years of collective experience managing investments and advising clients. We use our extensive personal and professional experience in all areas of investment planning to help you pursue your goals. We are able to provide a wide variety of financial products and services to meet your individual, family, and business needs. We look forward to speaking with you.