Meet Our Team
Financial freedom starts here. Collaborate with certified financial planners who are committed to serving your best needs and helping you build lasting wealth.
Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of our success.
J. Patrick Poling CFP®, CRPC®, CEPA®, CPFA®
Managing Director / Senior Portfolio Manager
Managing Director, Senior Wealth Advisor
Jonathan M. Trusty
Managing Director / Senior Portfolio Manager
Ann Hollis-Young, AAMS®, CDFA®
Senior Vice President, Senior Wealth Advisor
Philip Benevides, CEPA®, AWMA®
Senior Vice President, Senior Wealth Advisor
Wyatt England, SE-AWMA™
Senior Relationship Manager
Jennifer Blackwell
Senior Relationship Manager
Judy Gray
Senior Relationship Manager
Samuel Oliver
