Meet the Team

Pictured from left to right. Front row: David Crispin, Stephanie Smith.

Back row: Kelsey Smith, Andrew Watkins, Miles Farthing.

Our mission is to help our clients articulate a financial plan and serve as their strategic partner to help them achieve their goals in the most efficient way possible. To better serve our clients, our team is committed to excellence, integrity, growth, efficiency, personal responsibility, and fun. We strive to provide the best client experience possible.

Andrew Watkins, CFP®, CLU®, ChFC®, CRPC

Wealth Management Advisor

How Will Rising Interest Rates And A Strong Dollar Affect The Markets?

In this month’s Ask The Financial Expert column, our experts are tackling real estate. Will the Fed’s recent removal of “patience” have an impact on you? Is now the time to get in to real estate investing? These questions and more are answered. Read the article now.

Listen to it now. Like what you hear? You can subscribe to the podcast on iTunes or RSS.

You Can Fund Your Child's Education

There are many options when selecting a college. The same is true of saving for it. Discover pros, cons and tax advantages of some of the most common strategies.
Download our white paper, “Save for College with Confidence,” to learn more.

World’s Most Admired

It’s an honor to be recognized as a most-admired company in the world by trusted industry experts and our peers.