Our Team

Our teamwork makes your dreams work.

Using our holistic 3D wealth management process, our dedicated team strives to combine the power of compounding capital with a well-designed goals-based plan to help you live your best life.

Our collaborative efforts reach beyond building capital – we help educate children and future generations, provide a retirement with dignity and peace of mind, fuel charity, and philanthropy, and protect loved ones from the uncertainties of life.


Christopher W. Brown, CFP®, CIMA®
Meet Christopher >>
David A. Miller, CFP®
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Rosemary B. Yue, CRPC®
Meet Rosemary >>
Timothy S. Flanigan, CFP®
Meet Timothy >>
Beth Sharp, CFP®
Meet Beth >>
Brittany Heath
Meet Brittany >>
Peter Plevritis, AAMS®
Meet Peter >>