your advisory team

Meet the people who are committed to serving every client with care and excellence.

Joe Beckford

Joe Beckford, CFP®

Wealth Advisor

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Justin Pitcock

Justin Pitcock MBA, CFP®

Wealth Advisor

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Tim Goodwin

Tim Goodwin, CFP®

Sr Wealth Advisor & Founder

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Sharon Brewer

Sharon Brewer

Registered Financial Advisor

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Sharon Brewer

Rory Glatt

Associate Wealth Advisor

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Call us today! (678) 741-2370