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DEDICATED TO SERVING YOU

Our Team

Team photo

EXPERT GUIDANCE & PERSONAL COMMITMENT

Each of our team members brings a unique set of skills to the table, ensuring comprehensive support for all of your financial and personal goals. We go beyond the ordinary to deliver an exceptional experience, because for us, it's not just about numbers—it's about understanding your story and helping you achieve “True Wealth.”

Tim Gilbert CFP®

Partner and Financial Advisor

David McIntosh IIIMBA

Partner and Financial Advisor

David Smallwood

Partner and Financial Advisor

Steve Greene WMCP®

Partner and Financial Advisor

Jason Danforth MBA

Chief Operating Officer

Cynthia Durdin WMCP®, RICP®

Investment Associate

Emily Richardson

Investment Associate

Katie Hayes

Insurance Specialist

Lee Jolivette

Client Service Specialist

Allison Noelting

Marketing and Client Service Associate

Sara Jebavy

Planning Manager