Meet the Team
Our Team
Our team approach adds perspective to all we do and strives to provide increased benefits to our clients.
Find a Team Member
- Amanda Platt
- Armand Glassman, MBA, CFP®, CPA
- Cody Moore
- Danny Moore
- Darrin Cohen, CFP®
- Jake Sanders, CFP®, BFA™
- Jennifer McColloch
- Joseph Thompson, CPA
- Kaysi Darrah
- Leslie Crye
- Susanna Murray

Client Centered
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses on your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.