Meet Our Team

Qualified Advice

inline-teamWe provide customized wealth management solutions to ensure your financial household is in excellent health—both today and in the future.

We are a premier financial services provider that offers advisory services including investment management, tax planning, and estate planning.

We know how important it is to you to protect and grow your wealth—now and for future generations. All of this so your aspirations take root, income needs are met, legacies grow, and family trees flourish.

Brent Keylock, CFP, CIM, FMA, FCSI

Senior Wealth Advisor

Barbara Manning

Administrative Associate

Naomi McCully, PFP

Investment Associate

Maddy Marchese

Insurance Consultant