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We are dedicated to professionally supporting, educating, and providing informed direction to each and every client.
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There are many financial products in the market, and so choosing the ones that best meet an individual client’s needs can be complicated.
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Our Team
Learn more about our amazing team of professionals.
Adam L. Woods, Co-founder
Senior Financial Advisor
Bio
Bradley D. Patrick, Co-Founder
Chief Compliance Officer, Senior Wealth Management Advisor
CLU, ChFC
Bio
Daniel J. Nance
Senior Financial Advisor
CFP®
Bio
Rick Rogers
Senior Wealth Management Advisor
CFP®, CRPC
Bio
Todd Smithpeter
Senior Financial Advisor, Director of Retirement Plan Consulting
AIF®
Bio
Nathan K. Coffey
Financial Advisor
CFP®
Bio
Joyce Keane
Assistant
Bio
Mary Kay Beaudoin
Registered Office Assistant
Bio
Austin Ek
Client Service Specialist
Bio
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