Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.
No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.
Senior Managing Partners
David R. McCain, CIMA®, CFP® , AIF®
Senior Managing Partner | Chief Investment Officer | Investment Advisor Representative
Travis Baldridge
Senior Managing Partner | Chief Operations Officer | Investment Advisor Representative
Advisors
Bryan Henderson, AIF® , CPFA®
Vice President | Investment Advisor Representative
Casey Middleton
Director of Client Services
Kevin Wilson
Vice President | Investment Advisor Representative
Ron Naegle
Senior Vice President | Investment Advisor Representative
Staff
Aaron Hoffman
Support Specialist
Brianne Lyons
Support Specialist
Caitlin Buckingham
Operations Manager
Cathy Fair
Client Service Manager
Crystal Young
Office Manager
Morristown Office
Jack Maloney
Senior Vice President | Investment Advisor Representative
Client Centered
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.