Our Team

Advisors who know you as well as your balance sheet

Nick Hubert

Founding Partner | Senior Family Wealth Advisor

Taylor Gentry

Founding Partner | Senior Business Advisor

Andrew Carter

Founding Partner | Senior Family Wealth Advisor

Lisa Caselli

Associate Advisor

Grace Buchanan

Financial Planning and Trading Associate

Catherine Groff

Senior Client Service Associate

Kayla Marvin

Senior Client Service Associate