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.
Charles Pettit, ChFC®, ChFEBC℠
Co-Founder and CCO
Sophal Pettit
Co-Founder and COO
Acquania Escarne
Life Insurance & Living Benefits Advisor
Brittany Cunningham
Life Insurance & Living Benefits Advisor
Charlize Pettit
Administrator & Creative Design Coordinator
Craig Tompkins
Investment Advisor Representative
David Preston
Agent Representative
Dominica Valdivieso
Administrator
Felicia Gopaul, CFP®
Investment Advisor Representative
Frank L. Williams, Jr.
Life Insurance & Living Benefits Advisor
George Henderson
Life Insurance & Living Benefits Advisor
Henry Luong
Investment Advisor Representative
Jacqueline French
Investment Advisor Representative
James Anderson
Investment Advisor Representative
Joel Coleman
Life Insurance & Living Benefits Advisor
John Cornillez, LUTCF®
Life Insurance & Living Benefits Advisor
Kai Jacobs
Life Insurance & Living Benefits Advisor
Mandi Hering
Investment Advisor Representative
Marcella Mollon-Williams, BFA™
Behavioral Financial Advisor™
Mark Mollon, ChFEBC ℠
Investment Advisor Representative
Mark A. Flanagan, CPA
Investment Advisor Representative
Matt Sanford
Investment Advisor Representative
Michael Poole
Investment Advisor Representative
Nick Der
Investment Advisor Representative
Richard P. Pernell
Life Insurance & Living Benefits Advisor
Tinaee Crowder
Life Insurance & Living Benefits Advisor
Tonya White, MBA, LUTCF®, CPRC®
Investment Advisor Representative
Truman Price
Investment Advisor Representative
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.