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.

Meet Our Team

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