Our Team
Justin T. Reed, CFP®, CRPC, CMFC
Financial Consultant & President
Erin M. Blue, CRPC, CMFC
Financial Consultant & Vice President
Mark Harris
Financial Consultant & Partner
Kelly Davis
Registered Investment Operations and Trading Associate
Diedra Wilson
Client Relationship Manager
Brittany Gonzalez
Client Services Associate
Elizabeth Wood
Client Services Associate
Clare Swindell
Front office Administrator
Retirement resources
How much money will you need for retirement? What retirement savings vehicles should you be considering? Get answers here.
Investing insights
Learn about the principles and strategies that may enable you to put together an investment portfolio that reflects your risk tolerance, time horizon, and goals.
Money management
One of the keys to a sound financial strategy is spending less than you take in. Get tips on budgeting and money management.
Justin Reed, CFP, CPRC, CMFC
Erin Blue, CPRC, CMFC
Financial Consultants