Get To Know Us » Our Team

Our team of highly talented professionals share a commitment to helping clients pursue their goals today, tomorrow, and into the future.


Passionate about our commitment to your future.


 
Our team is composed of highly educated and accredited individuals who are continuously striving to achieve the highest industry designations in the field of wealth management. We have an uncompromising determination to achieve excellence in everything we do. While individual accomplishments are important, we have found that a team effort often produces the best results. Our highly experienced team will work closely with you to create and maintain a secure financial future.
 

Our people make the difference.

Brian Thornton

Founder, Financial Advisor

Andrew A. Sirvis

Co-Founder, CERTIFIED FINANCIAL PLANNERâ„¢

Danielle Farmer

Director of Client Relations