Consider It Done

To provide you with the highest level of proactive service, we partner with Consider It Done!, a specialized firm with over two decades of experience serving independent financial advisors. By integrating their expert team into our operations, we ensure that every client request—from account opening to complex money movements—is handled with precision and speed. This partnership allows us to maintain a nimble, high-touch environment where your needs are always the priority and our focus stays exactly where it belongs: on your long-term financial success.

We staff 3 members currently:

Rachelle Walley- Paraplanner

Cerralla Wayfield- Client Service Associate 

Lindsey Shaver - Client Service Associate