Invest with Clarity. Live with Purpose.

Your Wealth Advisory Board delivers a team-based collaborative approach to building financial strategies.
We are here for you.

Wealth Manager | Canon Hickman, CFP®

Wealth Manager | Alex Paoletto, CFP®

Andrew Walker

Alex Thompson

Director of Tax Strategy | Jinette Chiappetta, CPA

Chief Relationship Builder | William Saunders, CFP®

Anya Campbell

Client Services Associate | Barbara Romine

Elliott Williams

Check out the background of this investment professional on FINRA’s BrokerCheck.