Team overview

Get to know our talented individuals

We believe that each client’s needs are unique, and financial advice is not a “one size fits all” situation. Your priorities are a reflection of your individual goals, and you need financial advice that’s tailored to fit. Our team of knowledgeable advisors can help you manage your investments with a personalized strategy that puts your best interests first.

Michael Watkins

Senior Wealth Advisor

Larry Wheeler

Senior Wealth Advisor

Karen King

Administrative Associate

Jordan Dawes

Administrative Associate