Meet Our Team

It takes a team to deliver an exceptional client experience.  Our highly experienced team of seven professionals bring specialized qualifications–including three CERTIFIED FINANCIAL PLANNER® professionals–to create personalized wealth plans that are uniquely tailored to your family’s, business’, or organization’s financial objectives.

Bob Halter, CFP

Partner

Scott Butler, CFP

Partner

Brian Farrish, CFP

Partner

Tim Kilpatrick

Financial Advisor

Working with a CERTIFIED FINANCIAL PLANNER® Professional

    Mark Moreland

    Financial Advisor

    Michelle M. Rosales

    Operations Manager

    Veronica Lespron

    Client Associate

    Our culture of teamwork fosters the sharing of experience and knowledge to the entire staff allowing our clients to benefit from more innovative solutions.