Our team consists of experienced members who listen to your needs. Our team-based approach to wealth management allows each member of the team to focus on their unique area of specialization. The result is a well-rounded group of experts capable of managing the most complex financial needs.

Jeff Hancock

Senior Partner

Patrick Murphy

Senior Partner

Ray Calver

Senior Advisor

Chas Murphy

Financial Security Advisor

Andrew Gibson

Wealth Planning Consultant

Trisha Bath

Executive Assistant

Melissa Courtney

Client Service Specialist

Hannah Schmidt

Marketing Associate

Alison Merritt

Marketing Associate


Marketing Associate

Grant Fitzpatrick

Marketing Associate