Associates

 
  • Tom Brattain

    President/Financial Advisor

  • Robin Maddalena

    Client Service Specialist / Executive Assistant

  • Michael Patterson, CFP®

    CERTIFIED FINANCIAL PLANNER™

  • James Shorr

    Financial Advisor

  • Roger Blythe

    Financial Advisor

  • Nathan Bell

    Financial Advisor

  • Kacy Evans

    Receptionist, Administrative Assistant