Meet The Team

Josh Belcher

Wealth Manager

Business Support

A smiling man with glasses, a beard, and short hair, wearing a dark suit jacket and a light blue collared shirt.

Phillip Bacon

Director of Operations

A smiling man in a dark suit and light blue shirt against a plain white background.

Brian Jackson

Director of Marketing

Professional headshot of a smiling man in a gray suit and white shirt against a white background.

Austin Harrison

Director of Investments

Adam Parrie

Chief Compliance Officer