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Our Team

Our mission is to provide proactive participant engagement to educate individuals to be better consumers of financial products and services, build meaningful and trusted relationships, and change behavior making a positive financial impact for the people we serve.

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Jeffrey R. Kelley, AAMS®


Accredited Asset Management Specialist™️

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Micah J. Kelley, CRPC®


Chartered Retirement Planning Counselor™️

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Davisson M. Hammond, CFP®


Certified Financial Planner™️

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Michael DiBartolomeo, JD, AIF


Private Wealth Advisor

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Zoe A. Wiest, CRPC®

Client Services Manager

William Ferguson

William E. Ferguson, AIF®, BFA™

Private Wealth Advisor

Retirement Plan Consultant

Behavioral Financial Advisor™

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Jonathan Hansotte, CRPC®

Financial Planner

Chartered Retirement Planning Counselor™️

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Dante Grenci, CRPC®

Financial Planner

Chartered Retirement Planning Counselor™️

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Noah Ferguson


Wealth Planner

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Kevin Bires

Director of Client Relations


Lindsay Kelley

Branch Office Support


Allison Johnson

Client Services Assistant

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