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(681) 260-2958

Meet the team

With our team's experience, training and knowledge of financial products and services, our clients receive the top-quality, cost-effective financial guidance they deserve, designed to help them realize their financial goals.

Financial Advisors

Nicholas Aberegg

Nicholas Aberegg

Retirement Planning Specialist | CA Insurance Lic. #4260545

681-260-2958

681-260-2958

Lauren Epperly

Lauren Epperly

CFP, ChFC, CRES, Credentialed Holistic Financial Coach

304-268-0821

304-301-6003

Samantha Chadwell

Samantha “Joby” Chadwell

CPFA, CRES, CEPA | CA Insurance Lic. #4175818

304-612-1215

James Chadwell

James Chadwell

AIF(r), Retirement Planning Specialist, Qualified Plan Specialist

304-612-1161

Bradley Mullins

Bradley Mullins

Financial Advisor

304-301-6180

Andrew Beckwith

Andrew Beckwith

Financial Advisor

304-301-5869

Kaleigh Butler

Kaleigh Butler

Financial Advisor

304-322-6131

Tiffany Osman

Tiffany Osman

Financial Advisor, CRES

412-593-6643

443-790-4191

John Sutton

John Sutton

Registered Sales Assistant

304-322-6134

Executive Operations

Alexis Crawford

Alexis Crawford

Director of Operations

304-301-5996

681-260-2958

Kimberly Holbert

Kimberly Holbert

Administrative Assistant

304-366-0126