Skip to main content

We’re steadfast advisors that help you move ahead.

As an employee-owned partnership, we’re structured to continually cultivate, attract, and retain the most talented wealth advisors. With this legacy approach, we’re poised to deliver a constancy of professional advice for generations to come.

Meet Us


CEO and Founder
headshot of William Cantus

headshot of Colin Gray

Financial Advisor
Cory Hermes

Senior Client Service Associate
headshot of Lexine Hillier

Client Service Specialist
headshot of Tressa Smith

Director of Operations