Broker Check

Meet The Team

At our firm, we have the client—and only the client—in mind.

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

At our firm, we have the client—and only the client—in mind.

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 invite you to discover and experience the power of our services. 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.

 Sophal  Pettit

Sophal Pettit

Co-Founder and COO

Acquania Escarne

Acquania Escarne

Life Insurance & Living Benefits Advisor

Brittany Cunningham

Brittany Cunningham

Life Insurance & Living Benefits Advisor

Charlize  Pettit

Charlize Pettit

Administrator & Creative Design Coordinator

Craig Tompkins

Craig Tompkins

Investment Advisor Representative

Dominica Valdivieso

Dominica Valdivieso

Client Care Specialist

Douglas  Miller

Douglas Miller

Investment Advisor Representative

Felicia Gopaul

Felicia Gopaul, CFP®

Investment Advisor Representative

Frank L. Williams, Jr.

Frank L. Williams, Jr.

Life Insurance & Living Benefits Advisor

George  Henderson

George Henderson

Life Insurance & Living Benefits Advisor

Hayden Santos

Hayden Santos

Investment Advisor Representative

Henry Luong

Henry Luong

Investment Advisor Representative

Jacqueline French

Jacqueline French

Investment Advisor Representative

James  Anderson

James Anderson

Investment Advisor Representative

Joel Coleman

Joel Coleman

Life Insurance & Living Benefits Advisor

John Cornillez

John Cornillez, LUTCF®

Life Insurance & Living Benefits Advisor

Kai Jacobs

Kai Jacobs

Investment Advisor Representative

Kathryn Smith

Kathryn Smith

Estate Planning Coordinator

Kim Trinh

Kim Trinh

Investment Advisor Representative

Leana Witmer

Leana Witmer

Marketing Manager

Mandi Hering

Mandi Hering

Investment Advisor Representative

Marcella Mollon-Williams, BFA™

Marcella Mollon-Williams, BFA™

Behavioral Financial Advisor™

Mark Mollon, ChFEBC ℠

Mark Mollon, ChFEBC ℠

Investment Advisor Representative

Mark A.  Flanagan, CPA

Mark A. Flanagan, CPA

Investment Advisor Representative

Mike Poole, RFC®, ChFEBC℠

Mike Poole, RFC®, ChFEBC℠

Investment Advisor Representative

Monica Boulter

Monica Boulter

Investment Advisor Representative

Nick Der

Nick Der

Investment Advisor Representative

Richard Pernell

Richard P. Pernell

Life Insurance & Living Benefits Advisor

Tinaee Crowder

Tinaee Crowder

Life Insurance & Living Benefits Advisor

Tonya White

Tonya White, MBA, LUTCF®, CPRC®

Investment Advisor Representative

Travis Eiklor

Travis Eiklor

Investment Advisor Representative

Truman Price

Truman Price

Investment Advisor Representative

Urenna Okoye

Urenna Okoye

Investment Advisor Representative

Client Centered

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.