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Our Advisors

Marty Watkins
CEO, CFP®

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Sam Watkins
Financial Advisor

Jared Empey
Financial Advisor

Richard Hopkins
Financial Advisor

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Stephen Fox
Financial Advisor

Jake Rushton
Vice President Retirement Services

Our Team

Mike Haynes
Executive Director

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April Reid
Office Manager

Joseph Griffin
President, COO

Sara Dewitt
Marketing

Natalie Savage
Director

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Brett Weston
Paraplanner

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Carly Chassé
Executive Assistant

Mallory Adams-Edinborough
Operations Manager