A team is only as strong as it individual parts. Fortunately, one of the strengths of being small is that we have the ability to recruit, train, and monitor all of our team members on an individual basis. We are proud of the wonderful team we have to serve you.
W Phil Ratcliff
President and Senior Financial Advisor. Read more.
Office manager and director of employer sponsored plans (i.e. 401k). Read more.
Lead Financial Advisor. Read more.
Paraplanner. Read more.
Administrative Specialist. Read more.
Lead Marketing Associate.