Our Team

At our firm, we have the client—and only the client—in mind.

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and families struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

Brant Shrimplin

Brant Shrimplin

Managing Director

Thomas Anderton

Thomas Anderton

Managing Director

Robert  Shrimplin

Robert Shrimplin

Retired Co-Founder

Ryan Howard

Ryan Howard

Wealth Advisor

Ann  Davis

Ann Davis

Operations Manager

Karen Morse

Karen Morse

Client Care Manager