Broker Check

Meet Our Team

Keith Jennings

Keith Jennings

CEO & Founder

Kristin Lynch

Kristin Lynch

Senior Wealth Advisor

Miranda Wood

Miranda Wood

Wealth Advisor

Nick Poe

Nick Poe

Wealth Advisor

Taylor Reed

Taylor Reed

Relationship Manager

Crystal Johnson

Crystal Johnson

Registered Administrative Associate

 Logan Brown

Logan Brown

Relationship Manager

Brittany Jones

Brittany Jones

Office Manager

Our team approach adds perspective to all we do and provides increased benefits to the clients we serve.