Meet the team

Our Associates

Put your future into focus today.

Working with Us

John G. Stevenson, Jr., JD, MBA, CIMA

Managing Director - Investments

    William G. Paxton, CRPC

    Managing Director - Investments

      Brandon Miles, CFP

      Financial Advisor

        David K. Janus, MBA, CFP

        Financial Advisor

          Whitney Barnes

          Client Associate

            Taylor Wiemelt

            Client Associate

              Ready To Connect?

              We Are.

              Reach out to schedule your discovery session. We can meet online, at our office or another location convenient for you

              Leave this empty:

              Thank you for your submission!