A Team Built Around Your Family
Experience matters. So does having people who listen, communicate clearly, and understand what matters most to you.
Guidance Shaped by Experience and Perspective
Our advisors bring decades of experience, professional credentials, and different generational perspectives to each client relationship. Together, they provide thoughtful guidance designed around your family, your goals, and the decisions ahead.
Brian E. Whalen, CFP®, AIF®
Principal
Warren D. Stribling IV
Chairman Emeritus
C. Jacob Beauchamp, CFP®, AAMS®
Financial Advisor
The People Who Help Keep Everything Moving
Strong relationships are supported by consistent communication, careful follow-through, and a team that knows our clients. Our client service
professionals help make each interaction feel organized, responsive, and personal.
Lauren Tuttle, FPQP®
Client Service Associate
Cindy Casey
Registered Client Associate
Kayleigh Dell
Branch Associate
Christa Griffin, FPQP®
Client Service Associate
One Team. A Coordinated Client Experience.
Collaboration
Your financial life rarely fits neatly into one category. Our advisors and service team work together so planning, investments, communication, and follow-through remain connected.
Continuity
A multigenerational team helps provide both deep experience and a long-term perspective for families who want relationships designed to continue over time.
Personal Service
We believe clients should know the people serving them. Regular communication and dependable support help make complex decisions feel more manageable.
