Broker Check

Our Advisors

Our team consists of well educated professionals with years of experience in the financial services industry. We have specialists in every area of planning, and we offer product options from an array of companies specifically designed to meet your needs.

Smith, Michael S. Smith

Michael S. Smith

Financial Advisor / Senior Partner


Weaver, Michael Weaver

Michael J. Weaver, CFP, CAP
Senior Partner

CERTIFIED FINANCIAL PLANNER Certificant, Chartered Advisor in Philanthropy