Meet The Team

Business Support

Portrait of a smiling middle-aged man with glasses, gray hair, and a beard, wearing a gray suit and lavender shirt, against a plain white background.

Marc Neighbor

Financial Advisor

Headshot of a smiling bald man with a gray goatee, wearing a dark suit jacket and a light blue shirt, against a white background.

Michael Richards

Financial Advisor

A smiling man with glasses, a beard, and short hair, wearing a dark suit jacket and a light blue collared shirt.

Phillip Bacon

Director of Operations

A smiling man in a dark suit and light blue shirt against a plain white background.

Brian Jackson

Director of Marketing

Professional headshot of a smiling man in a gray suit and white shirt against a white background.

Austin Harrison

Director of Investments

Headshot of a smiling woman with shoulder-length wavy blonde hair, wearing a navy blazer over a white textured top, and hoop earrings against a white background.

Carrie Wrisberg

Chief Compliance Officer