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 Prepared Are You for Health Care Costs in Retirement?

Medicare is not intended to cover all of your health care costs in retirement. Download this white paper to understand its four main parts and what it does and does not cover.

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What’s Fueling Recent Market Turbulence?

In this month’s podcast our experts share their thoughts on what’s causing the turbulence and how poised the U.S. is to weather the storm.

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

How Asset Allocation Can Impact Your Investment Strategy

This short video illustrates why it’s important to spread your investments across various asset classes.

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